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: Spring is flying by for Karen and her family. First, she and her family celebrated her son, Jack, getting commissioned as a Second Lieutenant in the Marines. It was a beautiful, clear but cold day and a very proud moment for all! He is now in The Basic School for a number of months, and Karen is grateful that he is in Virginia and somewhat local. Additionally, Karen and her family enjoyed getting together for a wedding in New Jersey. The band was incredible and the dancing was lively – signs of a great wedding!

Professionally, Karen is grateful to have “survived” her investments class at Golden Gate University taught by our very own, Dr. Dave Yeske, and has a renewed and fresh perspective on portfolio management.