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 spring season – Karen’s favorite season in DC with the beauty of the cherry blossoms that grace the city! – has some exciting times for Karen and her family. Her son, Jack, is about to be commissioned as a Second Lieutenant in the U. S. Marine Corp, after an uplifting and challenging journey through Officer Candidate School in Quantico. She looks forward to celebrating his accomplishments with him and other family members in the coming weeks. Additionally, her daughter, Lauren, will be off to Barcelona for an adventure with friends; Karen looks forward to hearing all about her trip! Lastly, a family wedding in New Jersey will round out the spring.

Professionally, Karen really enjoyed our recent client event held in Virginia, where she reconnected with familiar clients and allied professionals and met new ones. Karen is also continuing her coursework this semester with a class on investments. She finds it fun to learn from none other than Dr. Dave Yeske.