Relationship Manager

Karrie joined the Pence Wealth Management team in July 2009 and overseas branch operations in the Torrance office. She is the primary Relationship Manager for all Richard Sorensen and Robert Mustafa’s clients.

Karrie has several years of experience in the financial services industry and has managed several Registered Investment Advisor practices. Her attention to detail, dedication to the clients and her caring manner makes her an ideal Relationship Manager.

Karrie lives in Torrance with her children Sophia and Ryan. She also has two small dogs Taffy and Milo — both were rescued from SPCLA. She enjoys spending time with family and friends, traveling to warm sunny places, working out but most of all helping others.

California Insurance Lic. #0K54944


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Our team members have spent decades in the industry, providing financial guidance for clients like you.

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Since 1980, our advisors have worked closely with clients to discuss and learn their various goals and needs.

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With more than 30 years of experience, our approach has helped us navigate through the minefields of the markets.

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LPL Financial was founded with a vision to help financial advisors establish successful businesses.

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At Pence Wealth, we believe that good financial decisions don’t have to be confusing.

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please do not hesitate to contact us.


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