Karen joined The Legacy Advisor Group in 2024 after 20 years of tax planning for clients as an Enrolled Agent. Throughout her career, Karen has realized the importance of combining tax planning with investment management to create an effective financial plan, so she determined to become a wealth manager in 2017, achieving her Series 6, 7, 63, and 65 licenses. Karen is dedicated to serving clients with a blended approach of advising, using her expertise in both taxes and investment management to create lasting financial plans for families.
Karen graduated from the University of Maryland, Asian Division, while accompanying her US Marine husband, Jerry, on an extended overseas tour. She is originally from upstate New York, has lived abroad in Brazil and Japan, and currently resides in Stafford County, VA. Karen manages her office out of Fredericksburg, VA. She and Jerry enjoy spending time with their three adult sons and very large extended family. They are also members of Lifepoint Church in Fredericksburg. In her free time, Karen enjoys all outdoor activities, curling up with a good book, and any gathering with great food!