Financial Planner & Fiduciary, Senior Partner
Karen enjoys helping her clients define their personal and family goals. By building a plan alongside each of them, this moves them toward achieving their life dreams.
Karen began her financial services career in 1987 and has served as a financial advisor for private and institutional clients--earning her Chartered Retirement Planning Counselor designation (CRPC) in 2008. She has experience in many areas of the industry including private banking, brokerage operations, and advisory services. Before coming to CAP Partners, she served as Director of Operations for a local money management company.
Karen lives in Pegram, Tennessee with her husband, James, and her son, Will. She spends much of her free time doing mission work and serving with local non profits. When she is not busy serving, she enjoys photography, hiking, Tae Kwon Do, and spending time with family.