Founder

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As a financial professional and active member of my community, I am dedicated to helping individuals and businesses build their financial futures, with a special emphasis on long-term care needs. To stay on top of my field and develop my professional skills, I regularly attend industry training and certification programs. This includes study for the CLTC, a professional designation which stands for "Certified in Long-Term Care," granted by the Corporation for Long-Term Care Certification.

Karen’s area of focus is centered on long-term care planning and keeping abreast of the rapid changes occurring in the long-term care industry across the nation. In this role she is committed to educating and informing clients of these important changes. Protecting financial futures and maintaining dignity through later life stages even in the face of long-term care events is a primary motivating factor in Karen’s work.

Employers are beginning to understand the impact of long-term care on employees as well as retirees. Many adult children of Baby Boomers are preparing for their own retirement while coping with the care-giving situations of their parents. Disability in retirement is a family problem. Employers can help by offering Long-Term Care insurance benefits that can bring peace of mind and make it easier for employees and family members to qualify and pay for long-term care coverage.