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 two young boys, she understands the challenges her clients face especially during a time of transition. When working with her clients she takes them through a simple process to uncover their goals and help them automate their savings so they can focus on what’s important to them.
A member of the Keystone Partnership Board, Karen has had the privilege of working with families that have a child with special needs throughout her career. In working with these families, it is apparent to Karen that organizations like Keystone Human Services provide a service that is much needed in the community. She is honored to help make a difference in people’s lives.