Karen has worked in the financial services industry since 1987. She chose Financial Planning as a career specifically to follow her lifelong desire to help others and make a difference in their lives. During this time, she has worked with countless numbers of families, individuals, and small businesses to help them pursue their financial dreams. She has the comprehensive education and experience to handle all aspects of a person's financial situation.
Areas of Expertise
Psychology of Money
CERTIFIED FINANCIAL PLANNER™ professional
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Accredited Estate Planner (AEP)
Master of Architecture, Tulane University
Master of Science in Financial Services, American College
Author of It's Just Money, So Why Does It Cause So Many Problems?
Frequent Guest on CNN Newsroom
Published in: Kiplinger's, Forbes, CNBC, MSNBC, Huffington Post, Parenting Magazine
& Ladies Home Journal
Professional Public Speaker
Regular contributor to Best Self Atlanta Magazine
Outside The Office
In addition to her financial consulting practice, Karen enjoys speaking and teaching financial strategies. She is the Vice Chairman of the Board for The Drake House, providing transitional housing for single mothers. Karen and her husband, Ken, have been in the Atlanta area since 1990. They currently reside in Roswell with their many pets. They have two children, Daniel and Julia, who both live in Georgia. Favorite family activities include sailing, boating, traveling, physical fitness, reading, and anything outdoors.
"My business is my passion! It has allowed me to serve others in a way that has brought me so much joy. It has been a true blessing to me." - Karen Lee
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