Karen joined Commonwealth in February 2021 as senior vice president, wealth management. In this role, she oversees the Advanced Planning, Annuity Research, Insurance, Investment Consulting Services, and Retirement Consulting Services teams, ensuring that we consistently provide our advisors with the indispensable support and resources they need. In addition, she works with senior leadership to help identify and solve the biggest wealth management industry challenges Commonwealth faces. Karen has seen firsthand the impact that sound financial advice and decisions can have on people's lives, and she believes that sticking to a disciplined investment approach is what helps people achieve their