For more than 30 years, Karen helped successful families manage their financial lives. The families she work with tend to have complex situations and want a team of seasoned professionals to guide them. Her job is first and foremost to listen. She need to fully understand not only her clients' full financial picture, but also their goals and aspirations, what keeps them up at night, what risks they want to guard against, and what kind of a legacy they want to leave to their family and to the community. She then able to customize a financial plan and integrated wealth management services that are tailored to each client's unique needs. Integrity, objective advice, attention to detail, and unw