Karen joined Jacobi Capital Management in 2021 following an eight-year career in the financial services industry. Her natural interest in helping people led her to pursue a career as a financial advisor. Karen started her career as a financial advisor at MassMutual Eastern Pennsylvania focusing on helping families that have a loved one with special needs plan for their futures. Karen works with individuals, families and business owners who are often too busy and overwhelmed with all the decisions that go into building and preserving wealth. She is passionate about educating her clients and being a resource for them. As a single mother to 2 young boys she understands the challenges her cli