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.
One of Karen’s most important lessons was learning the appreciation of the purpose and value of money as a tool. She says, “Because we each had responsibilities in helping with our family’s chores, 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.
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 in the area. Eventually she decided to return to her roots and founded the firm known as One Financial.
Karen learns what her clients are working toward before determining where they should invest. She believes it is imperative to take time to understand a 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.
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 of 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.
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.
Amy grew up as part of the same large family as Karen, and was instilled with the same values and morals. Though they are sisters, it’s all-business when it comes to the work she does for you.
Amy worked as a licensed insurance professional with State Farm for many years. She graduated cum laude with a Bachelor of Science from Maryville University. Due to her past experience, she holds licenses in property/casualty, life and health insurance in addition to the securities licenses that are important to helping you with your finances and oversees the risk management assessments for all clients.
As a key player, Financial Advisor, Office Manager and *Notary Public, Amy works to ensure everyone receives the highest caliber of service at One Financial. Amy gets to know you as you jointly decide what investments are best for you. Driven with a reassuring and calming personality, she applies her knowledge of the financial industry to ensure her clients are cared for appropriately and the office runs efficiently.
Amy, along with everyone at One Financial, gives personal attention to be sure you get everything handled smoothly. They attempt to provide financial planning in an accurate, feasible and appropriate way.
In the future, Amy will be the Lead Advisor at One Financial. She is very involved with each client and serves right beside her sister Karen. We believe the One Financial team is lucky to have such a dignified manager.
*Notary public services and certain insurance services mentioned are not offered by or affiliated with Raymond James.
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.