About My Practice
Karen is passionate about her client's needs and goals as well as the management of their cash flow. Her varied life experiences from business ownership to the corporate world has given her much to relate to. She went back to school at the age of 55 and graduated with a Global MBA from Kenan-Flagler Business School at UNC. Her practice is focused on people nearing or in retirement as well as people in transition or experiencing life changing situations. Karen lives with her husband, an Orthopedic Surgeon, in Chapel Hill and has three grown children and five grandchildren.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63, 65, 66
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
- Other - MBA
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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