Karen Simons

Financial Planning Apprentice

Karen Simons holds a Master in Business Administration (MBA) with Finance and Strategic Planning from The Wharton School of the University of Pennsylvania, in Philadelphia, Pennsylvania. Prior to attaining her MBA, she earned a Bachelor of Science (BS) in Mechanical Engineering from the Sibley School of Mechanical & Aerospace Engineering from Cornell University in Ithaca, NY.

Karen is an experienced strategy, operations, and relationship professional. She worked in the professional world of management consulting, and project management, domestically and internationally, while based in New York and Washington, DC. Karen has utilized logic, problem-solving and interpersonal skills to get things done in a variety of industries, including the communications, energy, financial services, manufacturing, and real estate, where finance is paramount to client success. In addition to these endeavors, she is an independent sales representative for a luxury women’s clothing line.

Client Focus: Karen approaches her work with clients as she has in all her previous client-based endeavors; by building trust and developing relationships through listening, evaluating, and strategizing each individual situation. As a former consultant, where meticulous listening and developing an actionable plan are essential for success in client matters, she seeks to harness these skills in the financial planning world to make a difference for clients in creating a viable, desired future.

Current Update: Karen has been very much enjoying being a full-time member of the Yeske Buie staff.  She recently attended her first FPA Far West Roundup Conference in Santa Cruz, CA for financial planning practitioners with the Yeske Buie Financial Planning Team. It was full of interesting information regarding the profession and enabled us to get a chance to connect with some wonderful professionals. Following the conference, Karen spent a few days in the Yeske Buie San Francisco office. What a treat San Francisco is!  She loved connecting with her West Coast team and exploring the city. It has also been fun getting to know Cole and Alishia, our new residents on the East Coast.

Summer has just flown by for Karen.  She managed a family escape to the mountains of Virginia with her two sons, daughter and daughter-in-law for some much-needed family time and fun.  She recently brought her daughter to Cornell, Karen’s alma mater, to start her second semester of her sophomore year.  Karen reminisced about the old days with her daughter and together they discovered some great restaurants and walked the beautiful campus.  Finally, Karen is also gearing up to start school herself, as she begins her coursework to attain her Certificate in Financial Planning at Golden Gate University.  It has been a busy summer!


“Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our light, not our darkness that most frightens us. We ask ourselves, Who am I to be brilliant, gorgeous, talented, fabulous? Actually, who are you not to be? Your playing small does not serve the world. There is nothing enlightened about shrinking so that others won't feel insecure around you. We are all meant to shine. And as we let our own light shine, we unconsciously give others permission to do the same. As we are liberated from our own fear, our presence automatically liberates others.” ~Marianne Williamson