Karen is a CERTIFIED FINANCIAL PLANNER™ and founding partner of her original firm in 1999. This entity rebranded as Six Point Financial Group in 2015. She has worked in the financial planning industry for over 25 years and currently runs her independent financial advisory practice centered on trusted client relationships residing in 11 different states. Karen specializes in providing detailed investment, insurance, tax and estate planning advice for an individual or couple as well as the actual management of investment assets. Additionally, her services include ensuring a smooth transition for the passage of wealth.
In addition to being a CERTIFIED FINANCIAL PLANNER™, Karen has completed the College for Financial Planning program and holds her Series 7, 24, 63, and 65 licenses. She is licensed in Life, Health and Disability as well as Long-Term Care insurance and serves as branch manager for her office. Karen is also a member of the Financial Planning Association (FPA).
Karen has been featured on Fox 2 News St. Louis, KSDK 5, and is a sought-after public speaker on personal financial management. Karen is past Board President and currently a lifetime board member for the St. Louis Crisis Nursery, a local non-profit organization dedicated to the prevention of child abuse.
Karen and her family enjoy traveling to new places as well as exploring St. Louis, and attend St. Louis Cardinals baseball games, The Fabulous Fox Theatre, and the St.Louis Muny as frequently as possible.