Senior Financial Advisor
Karen grew up as part of a large family in a small town. She, along with her siblings, participated in family chores and helped with the family’s construction business. Karen’s parents instilled discipline, diligence, and a strong work ethic in their children which prepared them for their own respective business professions.
After attending college at the University of Missouri, Karen began her career in the financial industry with a corporate position at AG Edwards in St. Louis. A few years later, she decided she really wanted to get ‘out in the field’ to work with people on the frontlines who sincerely needed help. She gained a wealth of experience working for large and small firms and continues to build on her skills and knowledge today, recently adding the Retirement Income Certified Professional (RICP ®) designation from the American College for Financial Planning. In 2015, she decided to return to her roots and founded the organization known as One Financial.
One of Karen’s most important lessons from her parents was learning the appreciation, purpose and value of money as a tool. She says, “Because we each had responsibilities in helping with our family’s chores and working in the family’s business, we learned to be inventive and resourceful in the tough times.” She recalls her Dad often saying, “Never regret honoring the trust of your customers, be open and honest, and always do what’s right for them.” Karen learned so much about business through the osmosis of hearing her Dad on business calls and meeting with customers around their kitchen table. He was a great influence and his wisdom marches on, intertwined in the core values of One Financial.
Today, Karen learns what her clients are working toward before determining where they should invest. She believes it is imperative to take time to understand each client’s personal attitude towards money and the importance of each goal before making any investments. Karen and the One Financial team provide personal and customized service to help you get and stay organized in all areas of your financial life. They strive to deliver the help and investment guidance in a tax-efficient, cost-effective and timely manner.
Flexibility, creativity, resourcefulness, and a constant thirst to keep growing have been the keys to Karen’s success helping hundreds of families achieve their financial goals. Her career experiences have provided her the well-rounded skill and knowledge to help families and business owners with their financial planning.
Her trusted reputation for diligence, integrity, and creative solutions is what she promotes within her team to ensure that generations of clients continue to receive those same core values. You become “family” at One Financial – the care and compassion extends to each person.
From a faith-based perspective, Karen believes in assisting others, and helps people in her community who struggle to live independently. She has served on several boards for business and non-profit organizations in her community. To maintain life balance, Karen enjoys spending time with her family, traveling and pursuing items on her bucket list.
Amy is a Financial Advisor with Raymond James. While focusing her business on her clients’ individual financial objectives, Amy believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to her clients’ best interests, that sets Amy apart.
Amy is dedicated to managing and assisting with the preservation of wealth for you and your family. By establishing deep and valued relationships with you, she is able to gain a comprehensive understanding of your needs and goals. Amy works hard to enhance and help preserve your investments, while assisting you in realizing your goals through long-term financial solutions using retirement planning including IRAs, 401(k)s), estate planning, 529 education savings plans, cash flow analysis and more.
A native of O’Fallon, Missouri, Amy graduated from Maryville University with a Bachelor of Science in Business Administration. Amy is a CERTIFIED FINANCIAL PLANNER™ professional and also maintains insurance licensing with the State of Missouri in property/casualty, life and health insurance.
She is a member of the O’Fallon Chamber of Commerce, Greater St Charles Chamber of Commerce and Little Black Book of Women. When not working, Amy enjoys spending time with her four kids and rescue dog Finley, reading crime novels and singing with her church group. She joined One Financial Group and Raymond James in 2015.
One Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Investment products are: Not deposits. Not FDIC or NCUA insured. Not guaranteed by the financial institution. Subject to risk. May lose value.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Client Service Administrator
Shannon has been a valuable addition to the team at One Financial and has an eye for detail for every project she handles. Shannon serves as your Client Service Administrator and is the glue that holds the team together.
She comes from a medical background, which makes assisting you with your personal data in a professional, confident manner second nature. She will help you get situated in the One Financial family.
She is also a Notary Public* and is available to help you with numerous service requests from distributions and beneficiary updates, to changes in your contact information.
Shannon makes her home in Lincoln county with her husband and four children. She really enjoys helping people and gets a thrill when you are fortunate financially. When working with One Financial, you’ll get to know Shannon well.
*Notary public services are not offered or affiliated with Raymond James.