Wealth Advisor
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 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.
Karen is very involved in her community and enjoys donating her time to various causes and nonprofits. She is a member of the Pittston Rotary Club and the 2020 Women on Boards Wilmington Leadership Committee. In her free time, she enjoys traveling, yoga, and her favorite, Friday date nights with her sons, Levi and Tyler.