KAREN SIMONS

APPRENTICE FINANCIAL PLANNER

Karen Simons holds a Master in Business Administration (MBA) with Finance and Strategic Planning from The Wharton School of the University of Pennsylvania, in Philadelphia, Pennsylvania. Prior to attaining her MBA, she earned a Bachelor of Science (BS) in Mechanical Engineering from the Sibley School of Mechanical & Aerospace Engineering from Cornell University in Ithaca, NY.

Karen is an experienced strategy, operations, and relationship professional. She worked in the professional world of management consulting, and project management, domestically and internationally, while based in New York and Washington, DC. Karen has utilized logic, problem-solving and interpersonal skills to get things done in a variety of industries, including the communications, energy, financial services, manufacturing, and real estate, where finance is paramount to client success. In addition to these endeavors, she is an independent sales representative for a luxury women’s clothing line.

Client Focus: Karen approaches her work with clients as she has in all her previous client-based endeavors; by building trust and developing relationships through listening, evaluating, and strategizing each individual situation. As a former consultant, where meticulous listening and developing an actionable plan are essential for success in client matters, she seeks to harness these skills in the financial planning world to make a difference for clients in creating a viable, desired future.

Current Update: Early fall brings some exciting times to Karen’s world. Professionally, Karen will be a panelist at an iRelaunch conference at Columbia University in New York in early October, where she will be speaking about her return to work experience and entry into the Financial Planning profession and her transition to a full-time employee at Yeske Buie.

Taking a semester off from her CFP program this fall, Karen plans to take full advantage of her “free” time to travel and spend time with friends and family. She kicked off the month of September with a trip to Saranac Lake in upstate New York and stops in Burlington and Shelbourne, Vermont and Lake Placid, New York, to visit some college friends. Later, she will be celebrating her son’s graduation from The Basic School at Quantico for the Marines with her family. Lastly, she is also looking forward to some adventures with her daughter, a junior in college, who is interning in Washington, DC this fall.

Read More from Karen