Karen, with a masters degree in both finance and music, had a previous career teaching piano and voice lessons before pivoting to wealth management, which she has devotedly done for over 35 years. Shortly after joining the industry, both of Karen’s parents started to physically fail, and she learned some very hard health and financial lessons taking care of them, which she uses as a north star with her clients today. A couple of those key lessons: If you can’t take care of yourself, you can’t take care of anyone else; and elderly care can financially wipe you and the next generation out – plan ahead. Karen holds the Series 6, 63, and 65 securities licenses, is a Life Underwriting Training Council Fellow, and is an active member of the National Association of Insurance and Financial Advisors, Anchorage Estate Planning Council, American Association of Life Underwriters, and Society of Financial Professionals.