As a CERTIFIED FINANCIAL PLANNER® professional, Karen provides sound financial advice to multi-generational families throughout all life stages to build, protect and preserve wealth. Her mission is simple: to have a positive impact on the lives of clients and on the people and causes they care about.

For over 28 years, Karen has developed tailored solutions that simplify financial complexity and give clients clarity and confidence to reach their goals. Her approach blends a wealth of personal experience with deep experience in retirement planning, tax planning and charitable gift planning.

Karen and her husband Jim both grew up in London and have one daughter. In addition to relishing time with family, Karen enjoys reading, cooking and working out.

“We strive to have a positive impact on clients’ lives and on the people and causes they care about.”

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