Karen has over 21 years of experience in the field. She is a registered representative and investment advisor representative. Karen holds the Series 4,7,24, and 66 registrations as well as the Kentucky Health/Life insurance licenses. In addition, Karen is a National Social Security Advisor certificate holder.
For 15 years (2001 to 2016) Karen was the Director of Operations for Investment Planners, Inc. in Decatur, Illinois. In that capacity she worked with over 100 advisors in multiple offices where she assisted advisors with various investment products and companies. Karen is well appreciated for her attention to detail and her excellent customer service.
Karen was born and raised in Central Illinois. Karen graduated from Milliken University’s Tabor School of Business in Decatur, Illinois in 2001 near the top of her class with a Bachelor’s Degree in Finance. While at Milliken, she was a cheerleader and earned academic scholarships.
Karen has been married to her husband Rob since 2003. They have three children, Emily, Drew, and Austin. Karen is the Chair of the South Warren Middle School Football Boosters Club. She is 2022 Assistant Chair of Scoring for the United States Golf Association Girls Championship (over 40 countries are expected to be represented). When Karen’s workday ends, she devotes herself to her family’s needs and the needs of others. Karen can usually be found helping her husband, her children, or volunteering at one of her children’s many activities.