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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.

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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.

Meet More Team Members

Paul Housey

Co-Founder & Chief Executive Officer

Holly Burton

Executive Assistant to Paul Housey

Karole Lams

Senior Client Service Associate

Alexander Legg

Wealth Planning Associate

Craig Einhorn

Client Service Associate

Katie Gillman

Senior Wealth Advisor

Tyler DeCoster

Director of Wealth Planning

Juliana Chabot

Wealth Planning Associate

Kara Mitchell

Director of Wealth Advising

Thomas Kaliszewski

Client Service Associate

Kyara Gonzales

Operations Liaison

Yash Patel

Technology Associate

Josh Kinnee

Wealth Advisor

Jill Wall

Chief Investment Officer

Jenna Holzberger

Wealth Planning Associate

Kayla Smiley

Executive Assistant to Chris Fisher

Erica Crosby

Client Service Associate

Eddie Sharrak

Business Operations Specialist

Myah Burke

Operations Associate

Sandra Noworul

Director of Coaching & Culture

Adam Legg

Wealth Planner

Madison Kukla

Team & Community Specialist

Julia Maguran

Wealth Advisor

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(248) 458-1100