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 New Year brought family together for Karen: she was able to spend some wonderful quality time with her Marine son, who she had not seen in over a year, and her daughter was home from college for an extended winter break. Karen has also been enjoying time with her local son and daughter-in-law who came over frequently for some competitive and spirited games of Mexican Train dominoes.

In the professional aspects of her life, Karen has started her last semester of seven classes to earn her CFP Certification from Golden Gate University. This semester is the capstone Cases in Financial Planning class taught by Dave Yeske and Elissa Buie – Karen finds it so inspirational to have them both as her instructors.

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