Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.
Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.
Senior Vice President–Wealth Management
Financial Advisor
For over 15 years, Karen has been fully engaged in effecting wealth management, financial planning, and investment solutions for high net worth individuals, business owners and retirees. She focuses on helping her clients achieve success across all aspects of their financial lives, and on providing an exceptional level of service.
Karen takes each client through a comprehensive planning process, which starts with carefully listening and making sure she understands their unique situation, values, and vision for their future. She then designs and implements a customized plan that draws on cash flow analysis, simulation testing, and risk management. To address her clients' most complex wealth planning issues, she incorporates trust and estate planning, as well as wealth transfer and philanthropic planning, ensuring that clients leave the lasting legacy they desire. And as circumstances in their lives change, the plan evolves and adjusts for those shifts, giving clients the confidence to move forward no matter what challenges they are faced with.
Karen is a CERTIFIED FINANCIAL PLANNER™ professional, a certification she earned after obtaining a Certificate in Financial Planning from Georgetown University. She obtained the Certified Investment Management Analyst® designation upon successfully completing Yale University's CIMA® registered education program, administered by the Investments and Wealth Institute. As a Certified Exit Planning Advisor, she understands the unique opportunities and challenges that come at every stage of an entrepreneur's personal and business life, from launch through exit and beyond.
Karen graduated with a B.S. in finance and a B.A. in psychology from the University of Maryland, which she attended on a full scholarship. Her strong passion for traveling and learning about different cultures has taken her around the world, but as a fourth generation Washingtonian, she is proud to call Washington D.C. home.
CA insurance license number: 0M39025
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
For over 15 years, Karen has been fully engaged in effecting wealth management, financial planning, and investment solutions for high net worth individuals, business owners and retirees. She focuses on helping her clients achieve success across all aspects of their financial lives, and on providing an exceptional level of service.
Karen takes each client through a comprehensive planning process, which starts with carefully listening and making sure she understands their unique situation, values, and vision for their future. She then designs and implements a customized plan that draws on cash flow analysis, simulation testing, and risk management. To address her clients' most complex wealth planning issues, she incorporates trust and estate planning, as well as wealth transfer and philanthropic planning, ensuring that clients leave the lasting legacy they desire. And as circumstances in their lives change, the plan evolves and adjusts for those shifts, giving clients the confidence to move forward no matter what challenges they are faced with.
Karen is a CERTIFIED FINANCIAL PLANNER™ professional, a certification she earned after obtaining a Certificate in Financial Planning from Georgetown University. She obtained the Certified Investment Management Analyst® designation upon successfully completing Yale University's CIMA® registered education program, administered by the Investments and Wealth Institute. As a Certified Exit Planning Advisor, she understands the unique opportunities and challenges that come at every stage of an entrepreneur's personal and business life, from launch through exit and beyond.
Karen graduated with a B.S. in finance and a B.A. in psychology from the University of Maryland, which she attended on a full scholarship. Her strong passion for traveling and learning about different cultures has taken her around the world, but as a fourth generation Washingtonian, she is proud to call Washington D.C. home.
CA insurance license number: 0M39025
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Senior Vice President–Wealth Management
Financial Advisor
Client Associate
Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Client Associate
Client Associate
Senior Vice President–Wealth Management
Financial Advisor
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.