Karen Cfp® is a strategic financial planning and family office services executive specializing in providing objective investment consulting and financial planning for families of wealth, endowments, and non-profit organizations.

With a leadership role in the financial planning department at SBSB, Karen is renowned for her expertise in impact and ESG investing, as well as philanthropic investment planning, integrating these distinctive strategies into her clients' wealth planning initiatives.

Driven by a passion for mentoring female entrepreneurs in the Washington DC region and contributing to the community through knowledge sharing with non-profit organizations and community projects, Karen Cfp® balances her professional commitments with personal interests in art and painting impressionism art, often found exploring art museums with her son.

Karen's professional background includes roles such as Principal & Senior Director of Financial Planning at Sullivan Bruyette Speros & Blayney, Chair of Investment Committee & Member of the Board of Directors at Meyer Foundation, Advisory Board Member at Bubble, Co-Founder & Chief Executive Officer at The Pomona Society, and Treasurer and Board Member at Washington Area Women's Foundation.