Karen graduated magna cum laude from Millsaps College, where she successfully completed her Bachelor of Arts degree in history. During her time at college, Karen not only excelled academically but also showcased her athletic abilities as a member of the varsity soccer team. Additionally, she was an esteemed member of the Delta Delta Delta sorority, further enriching her college experience.
Building upon her undergraduate success, Karen pursued higher education and obtained a Master of Science degree in political science from the University of Southern Mississippi. Furthering her dedication to education, she went on to earn a Master of Arts degree in Teaching from Simmons College.
Karen's professional journey began in the field of education, where she devoted over 15 years to teaching in both Massachusetts and at Montverde Academy locally. Demonstrating her passion for education, Karen later transitioned into higher education consulting and advising, leveraging her experience to support and guide students. Karen's unwavering focus on client satisfaction, combined with her notable teaching abilities, made her a natural fit for Integrated Wealth Solutions (IWS). In her role, Karen will contribute to various aspects of the practice, including practice management, client relationships, multigenerational planning, and assisting clients with their Integrated Wealth Management System.
As the proud mom of two teenage boys that are surviving triplets, Karen actively participates in her community, serving as an Ambassador Family for Children's Miracle Network, serving on the Family Advisory Board for Arnold Palmer Hospital and works extensively with the Boone High School PTA and tennis team.
Raymond James is not affiliated with any of the companies mentioned.