Karen is a highly respected and award-winning senior wealth management consultant with unique blend of expertise in family education, governance, philanthropy, and history. Integral to prospecting new clients and deepening relationships with existing family and institutional clients by engaging with them around values, culture, and goals as they prepare for transitions and make intentional decisions around their wealth and its impact. Karen is passionate about empowering women as they gain increased access to financial wealth. She's a collaborative and accomplished professional dedicated to producing the highest quality of work, helping families thrive and teams shine.
