Karen’s goal is to help our clients plan for their financial well being during every stage of their lives. As an Investment Adviser Representative, she holds a fiduciary responsibility to each client. Clients have the ease of knowing their financial planning and advice are given with their best interest in mind. With over 12 years’ experience in political government relations in Washington, DC and over 8 years’ experience in financial services, she provides a valuable expertise to our team as the financial and government worlds further intertwine, having a direct impact on our clients finances.
Karen grew up on the Mississippi Gulf Coast, returning home after her time working in DC. She went to high school at Gulfport High and graduated from the University of Mississippi in 1995. She currently lives in Ocean Springs with her husband and their three rescue dogs. Her daughter, Emily is a college freshman.
While not in the office, Karen enjoys spending time with family, traveling and watching her niece play on the softball field. As a former member of the Gulf Coast chapter of the Mental Health Association, she remains an active voice focused on breaking down the stigma of mental illness.
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Phone: (228) 388-2031
Roberts Wealth Management Team
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
Investment Advisory Services offered through Foundations Investment Advisors. Insurance and annuity products are sold separately through Paul E Roberts, III.
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