Karen leads CFSI’s growing work and strategy in the retirement space, including multiple research and thought leadership projects focused on deepening the financial services industry’s understanding of the complex financial health challenges facing financially vulnerable pre-retirees and retirees alike.
A ten-year veteran of CFSI, Karen led the development of our Financial Health Network, a community of over 150 financial services innovators committed to building products, services, and engagement models that generate improved financial health outcomes for consumers. She serves as a senior consultant in CFSI’s consulting practice and specializes in advising the largest financial services brands in the country – including mega- and regional banks, payments networks, asset managers, and insurance companies — on their financial health strategies. Karen speaks regularly at industry conferences on how financial services providers can leverage innovation to deliver financial health strategies that create value for the customer and business alike.
Karen began her career in the retirement industry, as a bilingual 401(k) plan educator for both Strong Funds and Wells Fargo Institutional Trust Services. Her years in factories, hotels, and on hog farms, speaking directly with thousands of diverse workers, convinced her that financial services should be a force for good in the lives of all Americans, and that the 401(k) record keeping and asset management industries have a critical role to play in improving Americans’ financial health.
Karen holds M.B.A. and M.P.P. degrees from the University of Michigan. She also holds a B.A. in Spanish and Art History, with a minor in Mathematics, from Indiana University. She lives in Ann Arbor, Michigan, with her husband, Matt, and two young sons.