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 enjoying meeting our many Clients in the Vienna office. Specifically, she enjoyed fully embracing the recent Financial Planning is Magic event held in May at the Tower Club for our Clients and Allied Professionals. Additionally, on the professional front, Karen was recently featured in the CFP Board’s Annual Report as a “re-intern” through the Financial Planner Re-Entry Initiative (FPRI) in the financial planning profession.

In her personal time, Karen has been taking in the sights and restaurants of DC, attending alumni networking events, and walking on the “mall” of Washington for fresh air. She is looking forward to the return of her youngest daughter from college for the summer and spending some extra time with her middle son before he heads off to Officer Candidate School for the Marines in the fall. With summer right around the corner, figuring out a Live Big® vacation plan is height of mind!

“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