Before joining the Society of Grownups, Karen completed a BS in Finance, obtained her CFP®, and went on to work as an advisor at a boutique, private wealth management firm. She specializes in comprehensive financial planning for individuals and families at all life stages but has a passion for working with young professionals who offer their own unique planning opportunities and challenges.
Fund Your Future: A Conversation with Society of Grownups
Thinking about going back to school, but not sure if you can swing it financially? Join us for a chat with the Society of Grownups and learn how you can fund your future.
Connected Travel: How Tech is Transforming Where, How, & Why We Travel
Join local travel tech startups and thought leaders in the travel industry to explore how tech is transforming where, how, and why we travel.