Meet Your #ChooseQuality
Financial Adviser Representative

Karen is a senior financial advisory manager with 29 years of experience. Since then she has helped nearly 500 families enhance their financial portfolios. Abiding by an ethos to take the time to understand her clients’ needs, dreams, aspirations and concerns, Karen methodically tailors solutions that are catered to each client.

Despite her years of on-field experience, Karen possesses the know-how and communicative skills to relay technical knowledge efficiently to clients of all ages, from Gen Zs to Retirees.

Karen’s personal philosophy is that learning never stops, and she is constantly seeking new knowledge and data-driven insights to ensure her advice is relevant and up to date. She is especially skilled at spotting potential financial challenges and helping her clients avoid costly mistakes. A sign of her expertise, Karen’s clients have testified to the value of her advice, particularly those who are planning for their futures.

A mother, spouse and daughter, Karen understands the importance of planning for the future, while anticipating potential challenges.