Michigan State University
East Lansing, Michigan
B.A., Business Administration, 1988
Karen is a Certified Financial Planner™ and member of the firm’s Estate Planning Practice Team. She has more than 15 years of banking experience, serving as a wealth planner and trust officer. She is experienced in managing complex fiduciary accounts, working with clients to identify opportunities as well as ensuring compliance and documentation requirements.
Karen also has a strong background in tax after serving as a tax manager at a global accounting firm for a number of years. She has experience assisting in the preparation and review of estate tax, gift tax and trust returns, as well as providing educational services in family wealth tax matters.