Karen began her career in the financial services industry in early 2008. She attended the University of South Alabama and graduated Cum Laude with a Bachelor of Science degree in business administration. Her major was finance and has spent time studying the financial market since 2004. She holds the Series 7 and 66 licenses.
After completing the required coursework at the College of Financial Planning, she received her CERTIFIED FINANCIAL PLANNER™ certificate. The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate, and retirement planning.
Outside of work, Karen is the mother of two young boys, Bentley and Pierce, who manage to keep her life fun and full of surprises. She has lived in Spokane most of her life and is proud to call it home. She is actively involved in Northeast Kiwanis, loves to help around the community and learn what the community is doing to make Spokane a great place to live.