Karlee Lakin

Client Services Specialist

Karlee Lakin received her Associates in Arts at Guilford Technical Community College in 2019 while being awarded the Academic Excellence Award and Outstanding College Transfer Graduate. She transferred to Appalachian State University and graduated with a BSBA degree in Finance and Banking in May of 2021.  During her time at ASU, Karlee participated and was part of the leadership in the campus ministry Reformed University Fellowship (RUF). Furthermore, she was a member and equity analyst of the Bowden Investment Group at the Walker College of Business.


Karlee recently returned from a three-month mission’s internship in South Africa.  She is currently beginning the licensing process to become a financial advisor.


Karlee is an active member at Definition Church and enjoys time with friends & family, hiking, and coffee. 

Phone 336-790-2070