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: The holiday season brings family together for Karen. She has recently spent some wonderful time with her parents, her children, and extended family in New Jersey celebrating life, reminiscing, and learning some interesting and inspiring family history. Karen was able to visit her alma mater, Cornell, when she picked up her daughter for Thanksgiving. They had a great time walking the campus with their dog and comparing experiences as a college student. It was also a bit eerie as very few people were present due to the COVID restrictions, but it was absolutely gorgeous, as they say in Ithaca.

Karen’s holiday traditions include making and eating cannoli and cookies, feasting with family, skiing, and reflecting on the memory underlying each and every ornament that is put on her Christmas tree. To Karen, holidays are about being grateful, celebrating traditions, and spending time with those dear to you. It has been a difficult year for many, creating a time to reflect and reminisce. Karen is looking forward with great optimism to the future. Happy Holidays to you and yours!

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