Born, raised, and still a proud resident of Lemoore, Karen earned a Bachelor of Science in Business Administration with an emphasis in Accounting from Biola University. After graduating in 2005, she began her career in public accounting with a local CPA firm, advancing through various roles to eventually become Office and Tax Manager.
Karen further strengthened her expertise by earning her Enrolled Agent designation in 2013 and obtaining her CPA license in 2020. After nearly two decades in public accounting, she was inspired to explore a new dimension of finance and transitioned into financial advising. Drawn by the opportunity to help clients achieve their long-term financial goals, she embraced a career that combines her analytical skills, tax knowledge, and passion for serving others.
With a deep understanding of tax planning and financial management, Karen enjoys helping individuals and families better understand their finances, make informed decisions, and work toward greater financial confidence. She looks forward to building lasting client relationships while continuing the trusted legacy established by Susan.
Outside of work, Karen enjoys gardening, camping, crafting, and spending time with family and friends.