Karisa Syner, MBA

Manager, Client Relationship Lead

Email: ksyner@whzwealth.com

Karisa Syner serves as Manager, Client Relationship Lead at WHZ , where she is responsible for preserving and strengthening client relationships, leading high-touch client engagement initiatives, and helping ensure a seamless transition experience for clients. In her role, Karisa serves as a trusted relationship partner, coordinating with advisory and client service teams to deliver personalized support, maintain continuity, and uphold an exceptional client experience.

Prior to joining WHZ, Karisa served as Chief Financial Officer and Vice President of Operations at Income Works, where she spent nearly fifteen years growing with the organization after beginning her career as an intern during her final year at Western New England University.

Throughout her tenure, Karisa oversaw the firm's financial and operational functions, including accounting, financial planning, strategic decision-making, operational management, and process improvement initiatives. She played an instrumental role in enhancing the client experience through communication strategies, account maintenance, portfolio analytics, data reporting, financial strategy development, stock research support, and the preparation of client review presentations. Her unique combination of operational leadership and deep client knowledge now enables her to effectively support clients through important transitions while fostering long-term relationships and trust.

In her current role, Karisa leverages her extensive understanding of client histories, preferences, and service expectations to provide personalized relationship management and proactive client support. She collaborates closely with advisors and firm leadership to ensure clients feel heard, supported, and confident while benefiting from the firm's comprehensive wealth management resources.

Karisa earned her Master of Business Administration (MBA) from the AACSB-accredited College of Business at Western New England University while working full time. She also holds a Bachelor of Science in Business Administration with a concentration in Finance from Western New England University.

Outside of her professional career, Karisa enjoys traveling, spending time outdoors, and supporting local businesses and charitable organizations. She especially values time spent with her family, including her two sons, husband, and her German Shepherd, Chase.

Today, Karisa continues her professional journey with WHZ, combining a proven track record of leadership, operational expertise, and client-focused service with a commitment to helping individuals and families navigate their financial futures with confidence.