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Karole Lams

Senior Client Service Associate

I have worked in client service on Paul’s team since 2009. I am passionate about getting things done right the first time. Prior to ISTO, I spent nine years with a local institutional investment firm. My extensive industry knowledge, outstanding organizational skills and focused attention to detail create great behind the scenes efficiency in processing client requests.  

I live in northern Macomb County with my husband, Frank, our husky, Willow Monster.  We enjoy spending time with our four grandsons.

Why I joined ISTO…

I have been a member of the team since 2009. I am proud to have helped draft the original ISTO Core Values.

How I am In Service To Others…

I am in service to my team by waiting for them to be ready before I retire.

The Core Value I resonate most with at ISTO is…

Unwavering commitment to excellence and innovation… in everything we do. Paul and I were instrumental in creating all the workflows and efficiencies over the last 18 years that set our firm apart from other financial advisors.

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