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: October was another busy month for Karen. As a panelist for the iRelaunch conference at Columbia University, she engaged in conversations around a non-traditional return to work experience after a long career break. Karen was spotlighted in the opening remarks as having the longest career break of any Re-Intern at 26 years. It was a very rewarding experience for her to be able to share her story with a diverse group and inspire them to challenge themselves to re-enter the workforce and embark on a new career path.

Karen is grateful for the amazing opportunity for a new career that Yeske Buie, CFP Board, iRelaunch and Schwab have provided. In addition, Karen attended the annual Awards Dinner for The Wharton School in Washington, DC. She is always inspired by the accomplishments of the honorees and loves connecting with alumni from her business school.

On the personal side, Karen is looking forward to getting together with family and friends this holiday season. Thanksgiving came early with her oldest son and his wife, who hosted a pre-holiday dinner with all the fixings for both of their families. Coming up, Karen and her daughter will journey to New Jersey to be with her family for the actual holiday. The pair will also be taking a Live Big trip to Europe when her daughter finishes her Washington, DC internship this winter. Lastly, bringing the whole family together, the Christmas holiday will be spent with all her children and extended family in Vermont where they plan to ski and enjoy the winter wonderland.

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