• Karen DeBaker, CFP®

    Branch Manager

After years working in healthcare strategic planning and marketing, I was recruited into the world of financial advising by my own advisor. I’d always taken an interest in my investments and the timing was right so I made the leap in 2014. At my core, I’m a planner and a people-person – this is where I am meant to be!

I love working with my clients to learn who they are and how I can be of service. For some it’s a simple life with long-term care policy, but for others we get to really dive in and create plans including how to build, preserve and transfer their wealth. In these cases, we work together to map out what their financial future looks like and dream about sending kids to college, enjoying the grandkids in retirement or taking the dream vacation.

Along with my required FINRA licenses, I earned my Certified Financial PlannerTM designation in 2018 and hold life and health insurance licenses.

In our free time, my husband Eric and I enjoy exploring the outdoors with our two daughters and geriatric dog… who am I kidding, I have two kids. I have no spare time.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.