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: Fall is Karen’s favorite season; she loves the changing of the leaves, the cool crisp air and the gorgeous colors of a fall wardrobe. This fall brought some needed time with her parents in New Jersey after a long quarantine without seeing them. Karen also managed to get together with some college friends in Vermont, where they caught up, did some hiking amidst the peak of the foliage season, saw some gorgeous vistas, and just laughed out loud! In the meantime, Karen enjoys listening to audio books when taking her daily walks. Karen is feeling very grateful and a bit sentimental for family and friends.