About

Hi, I’m Karen – here to help you plan today, so you can relax tomorrow.

I specialize in annuities, life insurance, estate planning and long-term care —because protecting your future shouldn’t be overwhelming. Whether you’re preparing for retirement, making sure your loved ones are covered, or planning for potential healthcare needs, I’m here to guide you every step of the way.

With 19 of experience, I focus on simple, smart strategies that bring peace of mind. No pushy sales talk—just honest advice, personalized solutions, and support you can count on.

When I’m not helping clients, you’ll probably find me in the garden, cheering on the Buffalo Bills, reading a good book, spending time with my family and friends or swimming laps in the pool to unwind from busy days. I believe that planning for the future is important—but so is enjoying the present.