Karen is a Managing Partner at Retirement Income Solutions (RIS), where she and her partners lead an advisory team in managing the firm’s $2B assets under management and helping 1,200 families prepare for and financially manage through retirement. She’s committed to giving her clients a good night’s sleep even as markets fluctuate and life events happen, serving as their partner in planning their futures.
Outside of work, Karen is active in the broader Ann Arbor community, serving on the boards of the University Musical Society and The Family Learning Institute, among others. Come the weekend, you’ll find Karen and her family cheering on U-M football or basketball with pride.
Education
University of Michigan
BA, Psychology
Community Involvement
University Musical Society
Board Member (2021 - present)
United Way
Tocqueville Committee Co-Chair (2022)
United Way
Campaign Cabinet Member (2018)
The Family Learning Institute
Board Member (2012–2015)
Cancer Support Community
Board Member (2013–2016)
Experience
2007–2012
Senior Vice President and Portfolio Manager
Retirement Income Solutions, Inc.
1993–2006
Portfolio Manager
Beacon Investment Company
1992–1993
Portfolio Associate
Paine Webber
1988–1991
Sales Associate
Smith Barney