About Karen
Karen’s fresh approach to financial management comes from her deep experience and understanding of all aspects of the industry. Self-directed and highly motivated, she provides her clients with a level of service that goes beyond the numbers. Clients feel the care and dedication she brings as she assists them with the often-complex issues of their financial lives. She particularly enjoys working with seniors, divorcees, and widows, giving them clarity and confidence during and after significant life transitions.
With an ongoing commitment to community service, Karen has served on several boards, including Crossroads Community Inc., Crossroads Community Foundation, and Chesapeake Women’s Network (Queen Anne’s Chapter). The proud mother of four, she served as den leader for five consecutive years for her son’s Cub Scout troop.
Education and Professional Milestones
- Serves on Focus Partners Wealth’s Her WealthExecutive Committee and helps to lead the firm’s Her WealthAdvisory Board
- Active member of the Financial Planning Association (FPA), the Institute for Divorce Financial Analysts (IDFA), and the Society of Certified Senior Advisors
- Joined Focus Partners in early 2018 through the firm’s merger with Bridgewater Wealth & Financial Management
- Has also held roles as a senior financial advisor and partner at Triton Wealth Management
Karen’s fresh approach to financial management comes from her deep experience and understanding of all aspects of the industry. Self-directed and highly motivated, she provides her clients with a level of service that goes beyond the numbers. Clients feel the care and dedication she brings as she assists them with the often-complex issues of their financial lives. She particularly enjoys working with seniors, divorcees, and widows, giving them clarity and confidence during and after significant life transitions.
With an ongoing commitment to community service, Karen has served on several boards, including Crossroads Community Inc., Crossroads Community Foundation, and Chesapeake Women’s Network (Queen Anne’s Chapter). The proud mother of four, she served as den leader for five consecutive years for her son’s Cub Scout troop.
Education and Professional Milestones
- Serves on Focus Partners Wealth’s Her WealthExecutive Committee and helps to lead the firm’s Her WealthAdvisory Board
- Active member of the Financial Planning Association (FPA), the Institute for Divorce Financial Analysts (IDFA), and the Society of Certified Senior Advisors
- Joined Focus Partners in early 2018 through the firm’s merger with Bridgewater Wealth & Financial Management
- Has also held roles as a senior financial advisor and partner at Triton Wealth Management