Karen is responsible for maintaining financial planning relationships with her existing client base. She is an integral part of the “team approach” to serving the Firm’s client base as a whole maximizing the interchangeability between Planners.
Karen has been with DFSC since 2009. She has over 17 years in the Financial Services industry after changing her focus from accounting to financial planning. She received a BSA in accounting from Pace University in Manhattan, New York and practiced corporate as well as personal accounting for several years prior to obtaining her CFP® designation. Karen currently holds a Series 66 as well as a Life and Health Insurance License. She has previously held Series 7 and 24 Licenses having been employed at Merrill Lynch and UBS prior to joining Demming Financial Services in 2009.
Karen is proud of both her son and daughter who are actively engaged in successful careers of their own. She is especially fond of her grandpuppy, Lola.
What are you passionate about?
Karen is extremely passionate about educating the public about financial planning. She served as a former Chairman of the Board for the Financial Planning Association of Northeast Ohio. Karen also fervently believes in community involvement and service to others. After serving as president of the Rotary Club of Aurora, she now serves as an Assistant District/Area Governor for Rotary International.
Where can we find you when not in the office?
When Karen is not involved in member activities for various organizations she enjoys spending time with family and friends. Sports, hiking, theater and travelling are among her favorite ways to enjoy their company.