How I can help you

Karen dedicates her work day educating clients about how to make smart decisions about their wealth management. She takes the time to listen carefully to her clients to gain a good understanding of their financial situation and goals to create a unique plan covering areas such as retirement, investments and insurance, to mention a few. For over a decade, Karen has been developing financial plans designed to accumulated, preserve and transfer the clients wealth.

Areas of Expertise

  • Accounting & Cash Flow

Industry Experience

  • Finance & Insurance

Karen Degro

Communication Methods

  • Phone