I love teaching people how to use money as a tool to help them have the freedom to attain their dreams. As a holistic financial advisor, I help clients go from time-famished to time-affluent, with greater confidence in their decisions and a simpler, easier life. Do you want someone who gets you? Guides you? Makes things easier for you? Here's how that all started for me: When I was 7 years old, a longtime finance guy taught me the Rule of 72. He told me, “Karen, your money can work as hard for you as you work for it.” He’d been through a lot, interrupting a 40-year finance career to serve in the war. Yet he took the time to share wisdom: Some of the most important things are your health, loved ones and future security. When I was a teenager, he helped me start investing. It’s why I value partnership — and why I’m with Edward Jones. Since 1922, the firm has learned that getting to know our clients and collaborating on what’s right for them are essential. Like that man, I believe in simplicity and trust. My goal is to reduce financial stress and help you simplify decisions so you can feel organized, confident and more in control — free to spend your time on what matters most to you. Do you want to: • Lead a work-optional lifestyle? • Understand where you are, where you want to go and how to get there? • Protect your family and future? • Get help with cash flow or Social Security decisions? • Have me teach your kids about money? • Align your investments with your values, knowing they’re intentional — whether that means sustainable, socially responsible or simply clarity for you? • Be prepared for the unexpected: long-term care or life insurance? • Spend less time worrying and reduce the chance of family conflict over money? There’s a custom solution for you. We'll help you build it, monitor your progress and adjust when needed. I partner with Shannon Beutler and Leah Hodges, branch office administrators, to best serve you. I earned the CRPC™ designation from the College of Financial Planning® to grow my knowledge to work with you. We have support: thousands of home office associates at employee-owned Edward Jones dedicated to earning your trust and using advanced technology to do what’s in your interest. And that finance veteran? Luckily for me, he was my dad.