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: Summer has been a busy season for Karen full of visits from family and friends. She has also spent some time decorating her new home, something she’s secretly very passionate about. Finally having an empty nest, while different and fabulous at the same time, is an adjustment. She recently moved her daughter to Manhattan to start her first post college job, and the experience of moving to a small, adorable place in New York brings back so many memories of Karen’s work life there many years ago.

After move-in was complete, Karen and her daughter spent their extra time exploring the city, riding the subway, eating everywhere, and wandering by the Brooklyn Bridge, Wall Street, and the South Street Seaport. Looking ahead, Karen hopes that the fall will bring some needed downtime and time with family and friends.

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