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: Spending time at home is something Karen has always enjoyed. Now in our new reality, she is making the most of it. Karen and her college daughter are dividing their home space for work, college and social time. Cooking has re-entered the formula for staying at home, although she loves ordering take out to support our small local businesses and to change up the routine. Karen is used to online learning with her CFP program.

However, she is now connecting with family and friends from near and far via the internet and it has made for some fun times. It is especially heartwarming to her that she can “talk” to her military son with her other children and their grandparents at the same time in these times. She is working to keep the extended family connected, as well – seeing a face and a smile means everything. Karen’s niece is working the front lines at a hospital as a dietician. Karen is grateful for her and for all who serve in these troubling times.

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