Karen DeBaker’s financial planning practice is focused on personal and family financial needs. Her genuine and approachable style as a Financial Advisor allows her to work in tandem with clients, understanding their core beliefs and investment experiences to foster long-lasting relationships. Karen builds personalized, comprehensive financial plans that address clients’ financial goals and needs for everything from college savings plans to retirement savings, creating retirement income streams and estate planning. Karen has earned her Series 7 and 66 licenses and holds life, health and long term care insurance licenses.
Karen has been a financial advisor in Bellevue since 2014 and previously worked in healthcare strategic planning. She holds a bachelor’s degree in communications from University of Wisconsin—Whitewater.
An active member of the Green Bay community, DeBaker currently serves as membership chair for the Bellevue Business and Professional Association and program council member for the United Way. She also serves on the annual campaign committee for the Greater Green Bay YMCA, is a volunteer mentor with SCORE and launched the Green Bay initiative Light ‘Em Up to spread random acts of kindness.
Karen, her husband Eric and two young daughters live in Bellevue. In their free time, they enjoy being outdoors or anything to do with water. They also enjoy spreading love and have made it a mission to perform at least one random act of kindness every month.
Raymond James is not affiliated with and does not endorse any organizations mentioned.