Karen comes to us after a 32-year career at Oppenheimer & Co. Inc., where she was responsible for the development and customization of financial planning software (i.e. retirement, asset allocation, estate planning, education, employee stock options) and oversaw the Plan Processing unit.
Karen obtained her Certified Financial Planner (CFP) Certification through Adelphi University in Garden City NY, and the prestigious Certified Investment Management Analyst (CIMA) in a joint program between Wharton and IMCA. She also has an Associate in Arts Degree from Dean Junior College in Franklin MA.
Most of Karen's time over the last several years has been dedicated to taking clients through the intricate steps of financial planning, including assessing the situation, gathering information, plan preparation and presentation, recommendations, implementation, and plan review.
Karen looks forward to working with our clients to provide thoughtful, custom financial plans and solutions.