Work History
Edward Jones
Edward JonesNovember 2016 to Current
About Karen
As a financial advisor, I enjoy working with my clients to help them identify and reach their financial goals. I take time to understand what is important to them and their families. That way, I can provide the appropriate guidance and support.
I enjoy learning what my clients' financial goals are so we can create a tailored strategy for them. Together, we navigate their financial path to help them stay on track toward their retirement and other financial goals.
I review portfolio performance and costs of investments with clients at least annually. I strive for transparency when discussing both.
Growing up, I lived...
I enjoy learning what my clients' financial goals are so we can create a tailored strategy for them. Together, we navigate their financial path to help them stay on track toward their retirement and other financial goals.
I review portfolio performance and costs of investments with clients at least annually. I strive for transparency when discussing both.
Growing up, I lived...
Focus Areas
- Retirement Income Strategies
- Wealth Strategies
- Insurance & Annuities
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
Work History
Edward Jones
Edward JonesNovember 2016 to Current
Education
Benedictine University
Benedictine UniversityMaster of Business Admin
Education
Benedictine University
Benedictine UniversityMaster of Business Admin
Personal Interests
- Art & Theater
- Running
- Hiking
- Snowboarding
- Reading
Team Members
Andrea LunaBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | By Appointment Only |
| Fri | By Appointment Only |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | By Appointment Only |
| Fri | By Appointment Only |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Location
BoulderFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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