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.
University of Michigan
University Musical Society
Board Member (2021 - present)
Tocqueville Committee Co-Chair (2022)
Campaign Cabinet Member (2018)
The Family Learning Institute
Board Member (2012–2015)
Cancer Support Community
Board Member (2013–2016)
Senior Vice President and Portfolio Manager
Retirement Income Solutions, Inc.
Beacon Investment Company