Karen has more than 15 years' experience helping clients pursue financial independence through professional advice, individualized financial planning, sound risk management, quality investment products, and personal, efficient service. Her specialties include wealth management and retirement income strategies.

Previously, Karen worked in the manufacturing and robotics industries in engineering, management, marketing and finance capacities during her 18 year tenure.

Karen graduated from University of Dayton with a BS in Electronic Engineering and later earned an MBA from the University of Detroit.

Karen has served on many organizations in her local community including founding the 100+ Women Who Care Motown Chapter which has raised over $528,000 for local charities and non-profits since its 2012 inception.