Karen has been in the financial services industry for 12 years and currently serves as Senior Financial Advisor within the firm. Prior to joining the firm, she spent her early career working in software design & implementation. She then focused her efforts on wellness programming at Harvard University before joining Compass Rose.
Throughout her career, Karen’s professional focus has always been on working closely with individuals and small groups to educate, to identify needs & goals, and to create solutions to achieve those goals. She loves the process and is happiest when she can work closely with Compass Rose clients to develop solid & effective plans to work toward their unique life goals.
Karen lives in Greenland, NH with her husband Todd, their three daughters, and their two dogs. She is the former Treasurer of the Greenland Parent Organization and former Director of the Victoria’s Victory Foundation.
- Bachelor of Arts – French and Political Science, University of Massachusetts at Amherst
- Series 66 Uniform Combined State Law Examination
- Certified Divorce Financial Analyst – Institute for Divorce Financial Analysts™, License 103868