Karen graduated magna cum laude from Millsaps College, where she earned a Bachelor of Arts degree in History and was a member of the varsity soccer team and Delta Delta Delta. Karen went on to obtain her Master of Science degree in Political Science from the University of Southern Mississippi and her Master of Arts degree in Teaching from Simmons College.

Prior to joining the IWS family, Karen spent over 15 years in the teaching profession in both Massachusetts and locally at Montverde Academy. Most recently, Karen took her passion for education into the arena of higher education consulting and advising. Karen’s constant client-centered focus, coupled with her love and skill for teaching, were a natural fit with IWS. Karen will be working in the areas of practice management, client relationships and multigenerational planning, and helping clients with their Integrated Wealth Management System.

Karen and her husband, Paul, reside in Hunter’s Creek. They are the proud parents to two surviving triplets. Karen is an active member of the community through her work as an Ambassador Family for Children’s Miracle Network and her work with CECO. Karen also has a passion for spending time with her family, cooking and all New England sports teams.

Raymond James is not affiliated with any organizations mentioned.