Client Concierge

Karla Dunne

“I align myself with the core values of honesty, kindness, generosity, and dependability, which perfectly align with LeConte’s core. The most rewarding aspect for me is the opportunity to continuously learn and utilize that knowledge to help others. Working at LeConte provides me with that platform. I have the privilege of hearing unique stories, connecting with individuals, and delivering personalized service that exceeds expectations.”

Karla is an invaluable member of the LeConte team, having joined us in February 2022 with over ten years of experience in customer service and management. As a Client Concierge, Karla plays a crucial role in delivering exceptional service and making a significant impact on our clients’ lives.

Driven by her commitment to excellence, Karla upholds core values of honesty, kindness, generosity, and dependability in all aspects of her life. These values guide her actions and ensure that our clients receive the highest level of care and support. She is dedicated to exceeding expectations and providing a truly personalized experience for each client.

With a strong educational background and extensive professional experience, Karla is well-prepared to understand and address the unique needs of our clients. She holds the Certified Manager of Community Associations (CMCA) designation in property management and has completed various compliance and customer service certification programs throughout her career.

Karla finds great fulfillment in giving back to the community. She actively volunteers for activities and events at her children’s school, cherishing the opportunity to connect with them and make a positive impact on their lives. Since moving to Tennessee, Karla is enthusiastic about increasing her community involvement and contributing to local initiatives, demonstrating her genuine commitment to making a difference.

Residing in Maryville with her husband and two children, Karla shares a love for outdoor activities such as boating, fishing, and exploring the Smokies. Outside of work, she prioritizes quality time with her family, engaging in outdoor adventures, and creating lasting memories.

https://lecontewealth.com/wp-content/uploads/2024/03/Karla-Mugshot-e1710508022784.jpg

GET IN TOUCHContact Karla

Address
703 William Blount Drive,
Maryville, TN 37801
Phone
(865) 379-8200
Email
karla.dunne@lecontewealth.com
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Financial Friction

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The Mutual Fund Turns 100 Years Old
The Mutual Fund Turns 100 Years Old
Every story has a beginning, and this is the story of the mutual fund. Today, they are ubiquitous in 401k plans, with most workers using them to build a retirement nest egg through small investments from each paycheck they receive. These investments are divvied up into various fund accounts, which, in turn, are diversified into...
Turning Tax Return Challenges into Opportunities
Turning Tax Return Challenges into Opportunities
This is a busy time of year in the tax and financial planning world. With the deadlines of taxes looming, my schedule fills up fast with a constant stream of high school baseball games. Between tax season and sports commitments, there’s barely a spare moment from February to April 15th. Many people can relate to...
Automation: Free Your Mind
Automation: Free Your Mind
In today’s fast-paced world, time is precious, and finding ways to reduce stress and worry is crucial. One effective solution is automation, particularly when it comes to managing your finances. Over the past decade, I’ve had numerous discussions with friends and family about simplifying their financial responsibilities. While many express concerns about security, it’s important...
Understanding UTMA Accounts and When to Use Them
Understanding UTMA Accounts and When to Use Them
We recently onboarded a new client that was interested in saving money for his children using an UTMA account. He was familiar with 529 College Savings Plans, but wanted another option for his children to access funds during adulthood if they didn’t need the money for college education. We recommended an UTMA account to help...
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Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.