As a Wealth Advisor for Kindred Wealth Partners, Karen brings extensive knowledge and 38 years of experience in financial planning and investment management to her clients. Her professional designations include Certified Financial Planner Professional™ (CFP®), Certified Divorce Financial Analyst (CDFA®), and Certified Annuity Specialist® (CAS®). Karen's focus is on comprehensive financial planning that considers clients' unique circumstances and their legal, tax and insurance needs. She enjoys helping clients organize their financial lives so that they understand their finances and the decisions that need to be made to accomplish their objectives. Karen's personal experiences with divorce, death and unexpected financial setbacks enable her to bring a broad perspective to helping others who are in the middle of separation/divorce, major life transitions or assessing their long-term financial security.
Prior to joining Kindred Wealth Partners in 2024, Karen provided financial guidance to her clients as a Senior Advisor for 11 years with her previous firm. Prior to that, she also worked in multiple facets of wealth management, accounting finance and real estate. Most notably, as Director of a high-net-worth single-family office for over 17 years, Karen worked on the client's side of the table. She managed all aspects of the family's global investment portfolio, performance and tax reporting, real estate holdings, non-profit activities, insurance, estate planning, family office meetings and next generation education.
Karen’s interests include spending time with family and friends, tennis, paddle tennis, pickleball, hiking, skiing and golf. Karen resides in Sewickley and has two adult sons, one who is Chief Resident of General Surgery at Johns Hopkins and one is working on a degree in social work in Cleveland.