Karen Boykin

I work with individuals, families, and business owners who value thoughtful planning, personal responsibility, and clear-eyed decision-making—especially during life transitions like selling a business, retiring, or preparing for the unexpected.

My approach goes beyond portfolios and projections; I care deeply about understanding the people behind the numbers and building long-term relationships rooted in trust, faith, and shared values. I’m particularly passionate about helping clients plan for both the anticipated milestones and the “what-if” moments that life inevitably brings. Outside of work, I’m grounded by my long-time partner, Greg, our rescue pets, and my commitment to animal rescue organizations that help ensure animals receive veterinary care and find loving homes. If you’re looking for an advisor who is strategic, steady, and deeply invested in your life—not just your balance sheet—we may be a great fit.