Karen brings over 15 years of advising clients in the financial services industry. Previously a commercial banker, her understanding of structuring corporate debt, analyzing financial statements and tax returns, managing risk, and working with clients’ professional partners translates naturally to the financial planning and investment advisory relationship. She obtained her CFP designation in August 2025. Karen is a 2025 Leadership Northern Kentucky participant, 2015 Cincinnati Business Courier Forty Under 40 honoree, 2013 YWCA Rising Star, and Cincinnati Chamber of Commerce C-Change graduate. She has served in leadership positions with Family Nurturing Center, American Heart Association, Charities Guild of Northern Kentucky, Bellevue KY’s Business Association, and the Cincinnati FBI Citizen’s Academy. Karen graduated Summa Cum Laude from the University of Kentucky in 2009. She lives in her hometown of Ft. Thomas, KY, and enjoys traveling, boxing, and adventures with her two young boys.