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 enjoyed having her family visit from out of state over the Thanksgiving holiday. It was great to have a full house and the fabulous smell of cooking wafting through her home. Looking forward to the Christmas holiday, Karen is excited to experience the holiday in Washington, D.C., a city full of wonder and excitement. She recently went to Ford’s Theater to see a fabulous production of a traditional version of Charles Dickens’ “A Christmas Carol” and will enjoy the National Symphony Orchestra’s performance at the Kennedy Center to honor the 100-year anniversary of the final armistice of World War I. She can’t wait for her daughter, Lauren, to come home from Cornell for break, and she hopes to do some skiing in Vermont with her family before she heads back to school. To cap the year off, Karen and her family will be preparing to send her son, Jack, off to join the U.S. Marines Officer Candidate School come the New Year!

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“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