Karen is a CERTIFIED FINANCIAL PLANNER™ and founding partner of her original firm in 1999. For 25 years, she ran her independent financial advisory practice centered on trusted client relationships nationwide. Karen’s values of respect, integrity, and elevating the client experience are perfectly aligned with those at Krilogy making this a perfect partnership.
Karen is passionate about providing a holistic approach to planning by providing investment, insurance, tax, and estate planning advice for an individual or couple as well as the management of investment assets. Additionally, her services include ensuring a smooth transition for the passage of wealth.
In addition to being a CERTIFIED FINANCIAL PLANNER™, Karen has completed the College for Financial Planning program and holds her Series 7, 24, 63, and 65 licenses. She is licensed in Life, Health, and Disability as well as Long-Term Care insurance.
She has been featured on Fox 2 News St. Louis, KSDK 5, and is a sought-after public speaker on personal financial management.
Karen is past Board President and currently a lifetime board member for the St. Louis Crisis Nursery, a local non-profit organization dedicated to the prevention of child abuse. Additionally, she is a member of Little Black Book, a professional women’s organization focused on personal and professional development and philanthropy.
Karen and her husband, Brian, enjoy traveling, scuba diving, golfing, and spending time with their combined family of 8 children and 9 grandchildren!
Team
