Karen's experience prior to joining Waddell & Reed includes many years in private industry and public accounting. She believes in going the extra mile for each client and believes that every individual has the right and ability to pursue their financial goals. However, oftentimes it is a challenge to choose a path and stay on that path. As a Financial Advisor with Waddell & Reed, she works with her clients to have them identify their goals, implement strategies, and maintain ongoing diligence to pursue their desired result.
Karen has called the pacific northwest home since 1988 and in her spare time enjoys biking, cooking, and traveling the world with her spouse.
Education: CERTIFIED FINANCIAL PLANNER™ certification. Bachelor of Science from Arizona State University - Business, Accounting
Previous Experience: Accountant at Seattle area CPA firms. Chief Executive Officer at Seattle area consulting firm. Chief Financial Officer at a Boulder, CO backpack manufacturing firm.
Professional Associations: Financial Planning Association, Seattle Chapter. Women in Insurance & Financial Services. Women CPA, Seattle Chapter, and Seattle Tax roundtable.
LPL Financial, LLC is not affiliated with any other entities referenced. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.