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: Karen has been making the most of her quarantined summer by connecting with friends and family near and far. This past month, she celebrated a college (Cornell University) and a graduate school (University of Pennsylvania) reunion virtually. Both events were a unique and memorable way to experience a reunion with friends from around the world. Karen has also been attending a series of seminars about the history of Cornell, taught by a current historian/professor which she and several of her college friends have greatly enjoyed.

Another fun celebration Karen recently enjoyed was her parents’ 66th wedding anniversary with a full family “zoom” call. The call focused on trivia about her parents’ beautiful relationship.

This summer marks Karen’s second year with Yeske Buie as a full-time member of the team. Her CFP course endeavors have kept her busy and enhance her on the job learning every day. She is on course number five of seven total – time is flying by!