Karlyn R. Etheridge, CSEP®
Chief Compliance Officer
Registered Principal

Karlyn Etheridge
Karlyn is a registered principal with over 21 years of experience in the areas of advanced estate planning, funding of revocable and irrevocable trusts, lifetime gifting, postmortem administration, tax, and financial accounting. When you meet Karlyn you will understand why she is admired for her ability to communicate complicated estate planning issues in a way that is comprehendible. She is a Certified Specialist in Estate Planning®, a Magna Cum Laude graduate of UW-Eau Claire with a degree in accounting, has passed the Certified Public Accountant exam, and is a member of the Wisconsin Institute of Certified Public Accountants. Karlyn enjoys reading, raising and promoting Belted Galloway cattle, traveling, and spending time with her family.