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Karen serves as Senior Wealth Advisor for Midland Wealth Management in St. Louis, Missouri. She provides personalized financial guidance to individuals and families, helping clients align wealth strategies with their long-term goals.

With over a decade of experience, Karen has worked with high-net-worth and ultra-high-net-worth clients. Before joining Midland, she was a Private Client Manager with Bank of America Private Wealth Management, managing relationships across investments, trusts, and banking. Her background encompasses retirement planning, trust administration, portfolio construction, and lending solutions. Recognized for her ability to build multigenerational relationships, Karen collaborates with teams to deliver a comprehensive client experience.

Education

  • Bachelor of Fine Arts from the University of Missouri–Kansas City

Certifications

  • Merrill Lynch Longevity Training Program through the University of Southern California’s Davis School of Gerontology

Interests

Volunteerism

  • Clayton Chamber of Commerce
  • American Parkinson’s Disease Association
  • Girl Scouts of Eastern Missouri
  • Highcroft Ridge Elementary School Parent-Student Organization

Other Team Members

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