Karen Kerr CFP®


Karen brings 29 years of experience serving individuals, families, and business owners in their various stages of financial affairs. She provides a holistic approach to Wealth Management which is client centric.
Passionate about creating “Peace of Mind" around wealth accumulation, decumulation and transfer, Karen is committed to serving her clients. She prides herself on providing exceptional customer service and believes, "If it’s important to you, it’s important to me."