ABOUT ME:
Originally from Seattle, I graduated from Washington State University (Go Cougs!) and moved to San Antonio in 2014 and to Boerne in 2019. I pursued my passion for educating children as a public-school teacher for six years and went on to earn my master's degree in educational leadership and policy, doing so completely debt free. My husband, Matt, a public-school teacher from San Antonio, and I began the conversation of growing our family, which led to a desire to change my career path. During this time, I lost my father to cancer and fully understood the benefit and importance of having a financial strategy in place.

This chain of events inspired me to pursue a career in becoming a financial advisor where I could serve others as I previously had done in the education field. It is a privilege to develop and serve lifelong relationships with families in the community.

On a personal note, I enjoy working out at Smart Barre, attending and serving at Community Bible Church, playing with our dogs, hiking, reading and traveling.

WHAT YOU CAN EXPECT:
In the first appointment, you can expect me to learn what is most important to you and your comfort with risk and discuss costs. In our second appointment, we will discuss the best financial strategy for you and how we regularly monitor your progress to help ensure you stay on track. As an educator, I'm a firm believer in making sure the investment world is easy to understand. I want you to have all the necessary information to make well informed decisions.

We are not a 1-800 number. You can count on Karen and me to provide the best customer service possible.

Life is short and there’s never a better time to start planning than today. Whether it’s planning for retirement, sending a child to college or preparing for the unexpected, I’d love the opportunity to set up a time for us to be able to talk and learn what is most important to you.

Phone: (830) 249-4630
Email: [email protected]

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Military Professionals & Veterans
  • College Savings
  • Entrepreneurs & Business Owners

My Personal Interests

  • Hiking
  • Personal Fitness
  • Pets
  • Reading
  • Community Outreach

Office Information

Office Address

104 Medical Dr Boerne, TX 78006

Branch Team

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