Karen joined the firm in 2018 and has more than two decades of experience helping ultra high-net worth families and non-profit organizations through holistic financial planning and investment programming. Karen is well-regarded for her knowledge about both impact investing and financial planning and is sought out to speak at conferences and contribute to articles. She has previously led the impact initiatives for two privately-held family offices. She was named a Washingtonian Top Financial Adviser for 2018 under her former employer.

Karen is a graduate of Leadership Greater Washington’s Signature Program and holds a Bachelor’s degree in Finance from Wichita State University. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Trust and Financial Advisor (CTFA).

In addition to co-founding Pomona Society, a 501(c)(3) organization that focuses on economic empowerment for women and families in Washington, DC, Karen serves as Treasurer and Board Member for the Washington Area Women’s Foundation and is a business advisor to Bubble, LLC.  She is a member of the Washington, DC Estate Planning Council and the Family Firm Institute.