I have been with Edward Jones since 1996 starting as a branch office administrator, became a financial advisor in 2001, and was made a limited partner in 2015. To better serve my clients, I have earned the AAMS™ and CFP® certifications, which required me to pass a series of rigorous exams, commit to continuous learning and agree to comply with the highest standards of ethics and professional responsibility. Originally from Brooklyn, NY, I graduated from Brooklyn College in 1974, moved to Maryland in 1989 and currently live in Edgewater with my dog, cats and birds.
I take the time to get to know my clients on a personal level and provide explanations, so they can feel in control, understood and informed. We partner together to create individualized strategies using a wide variety of appropriate investment vehicles designed to help them reach their personalized goals. Once the strategies are implemented, I maintain regular contact to help keep them on track.
When collaborating with CPAs, attorneys and other trusted professionals, I always maintain utmost confidentiality for my clients.
I am proud to serve a wide variety of clients, whose goals range from saving for education expenses, planning for and living in retirement, and wealth transfer and legacy protection strategies.
Outside of my role with Edward Jones, I am a member of the Greater Severna Park and Arnold Chamber of Commerce and formerly served as assistant director of the Annapolis Harley Owners Group. I also served on the Family and Children's Services Advisory Board.
In my free time, I enjoy tai chi, qi gong and gardening.
- Retirement Income Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Wealth Strategies
- Insurance & Annuities
My Personal Interests
- Tai Chi
- Health & Nutrition
Phone NumberKaren B Steppler-Krieg at (410) 544-1191
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