Karan Scholtens

A friend pointed me toward the financial industry fifteen years ago, and I am glad they did.

What I did not expect was how much it would keep surprising me. Finance has a way of presenting new problems just when you think you have seen everything, and that rhythm has kept me engaged in a way I did not anticipate when I started. At Advanced Financial Concepts, I handle trading, placing trades on behalf of Richard Casolari, Investment Adviser Representative, with the kind of precision the work requires. Detail-oriented is what my clients would say. It is also just who I am.

The team here is something I do not take lightly. Good work comes from good people working alongside each other, and we have that. Clients feel it. Their appreciation, every time, still registers.

Before finding my way to finance, I studied at Moraine Valley Community College and worked at Palos Community Hospital. Both shaped a habit of showing up prepared and paying attention.

Dan and I live in Oak Forest, and our family has grown into something I feel quietly proud of. Our daughters Kaitlyn and Taylor are both married, and Charlotte and Jasper, our grandchildren, have a way of putting everything in perspective. Away from the office, a good book or a new destination with Dan is all I really need.