Karen LeHeup-Smith

AAMS®
Senior Registered Client Service Associate

Karen serves as the Belton Financial Group’s “go-to”. If a client has a question, Karen will go the extra mile to find the answer. Many of our clients have had the experience of riding in the “Karen-mobile” for trips to the airport.

A native of Lake County, Karen began working in the financial services industry in 2002 at A. G. Edwards & Sons. She holds Series 7, 66, insurance and annuities securities licenses, as well as the AAMS designation from the College for Financial Planning.

A graduate of National Louis University, Karen’s passion is community service. An active member of the Kiwanis Club of Eustis and the Lake Eustis Museum of Art Board of Directors, Karen was elected to her second term as a Eustis City Commissioner.

At home Karen has her “girls” – dogs, Penny and Charlie, and cat, Jambalaya; and her boys – TomKitty and a son, Travis. With many commitments it is always great to be home -where Karen loves to swim, read, knit and find a moment to do absolutely nothing.