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 has been a busy season for Karen. She sold her family home and is downsizing to a new life style where she’ll be trading in the rural suburban life for a more walkable venue. Karen has new found this transition to be eye-opening and has a new appreciation for our clients going through the similar transitions; it is a notable achievement and not one to be taken lightly. In addition to her personal move, Karen recently moved her daughter out to Los Angeles where she is working for a cyber security start-up for the summer.

They had a lot of fun exploring Los Angeles and Santa Monica where they enjoyed great restaurants, views, and music. Lastly, Karen and her family also attended a wonderful wedding of a dear family friend, the daughter of her deceased older brother’s best friend, in New Jersey. The families relived and made some beautiful memories.

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