As a consultant, I now help private, public and nonprofit organizations develop and execute successful programs to help families enjoy a more secure future. Along the way, I also co-authored a book entitled “You and Your Money: A No-Stress Guide to Becoming Financially Fit” (Financial Times Press). It was selected as a pick for the Oprah and Friends radio show Book Club.

I also served as a Senior Research Fellow at the New America Foundation—a Washington-DC based think tank—where I explored policy solutions to improve financial services and financial education. 

In light of the growing complexity of financial services, I am focused on meeting the need for widespread, effective financial education to reduce debt and build wealth. Together, we can help a lot of people. The programs and initiatives we can create will provide the bedrock for the advancement of families—the means to achieve financial security.

That commitment to helping families build healthy financial futures means sharing my expertise through multiple channels. I co-authored You and Your Money: A No Stress Guide to Becoming Financially Fit (published by Financial Times Press). I am also a contributing author to many publications and a frequent speaker at conferences.

Outside of work, Karen finds joy in travel—especially experiencing new cultures and landscapes—along with skiing, running, attending live concerts, and enjoying plays and musicals. She values curiosity, community, and meaningful conversation, whether on a mountain trail or in a local theater.

That commitment to helping families build healthy financial futures means sharing my expertise through multiple channels. I co-authored You and Your Money: A No Stress Guide to Becoming Financially Fit (published by Financial Times Press). I am also a contributing author to many publications and a frequent speaker at conferences.

Outside of work, Karen finds joy in travel—especially experiencing new cultures and landscapes—along with skiing, running, attending live concerts, and enjoying plays and musicals. She values curiosity, community, and meaningful conversation, whether on a mountain trail or in a local theater.

Karen’s Top Skills:
Strategic Planning • Project Management • Program Development • Content Development • Cross-sector Collaboration

• AARP Foundation

• Accion

• Allstate Insurance

• Annie E. Casey Foundation

• Aspen Institute

• Asset Funders Network

• Bank of America

• Catholic Charities

• Center for Urban Families

• Citi

• Consumer Financial Protection Bureau

• Duke University

• Fannie Mae

• FINRA Foundation

• Kresge Foundation

• Lumina Foundation

• Maryland Department of Human Resources

• National Foundation of Credit Counseling

• New York City Department of Consumer Affairs Office of Financial Empowerment

• Prudential

• Santander Bank

• The Ford Foundation

• The University of Wisconsin-Madison Center for Financial Security

• The U.S. Department of the Treasury

• United Way Worldwide

• W. K. Kellogg Foundation

• Walmart