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Specialties
Karen spent over a decade in finance working for banks and insurance companies before finding her home at Jacobi.
Her love of helping people inspired her to become a financial advisor. Karen believes there’s more to life than money so she strives to educate her clients, provide them a comfortable space to share their goals and make them feel secure with their financial plan so they can spend their time enjoying what they love most. Karen lives in Dallas with her boyfriend Jason and 3 children, Levi, Tyler and Jace. She enjoys spending time in nature, traveling to new places, yoga and painting. Her happiest moments are when she’s spending quality time with her family.
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Always free for clients.
WMCP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Jacobi Capital Management, LLC, A Registered Investment Adviser. Registration does not imply a certain level of skill or training.