Practice Development Manager
Karen has been a Marketing Manager for CPA firms since 2006, more recently an 11 year experience with a large regional CPA firm in Southern California. She loves being involved in every aspect of the client experience. Finding new ways to bring value to clients both digitally and in person is a passion. Karen is looking forward to working on new projects with McKell Partners and becoming an integral part of the team. Connecting with other like-minded professionals is also one of Karen’s strengths. She is not only a new team member of McKell Partners, but Mark and Adam have been her family’s financial advisors and retirement planning specialists for years. She and her husband Sam consider it a blessing to join McKell Partners and their mission to bring financial peace to individuals and families.
Karen is a wife, mom and grandma who moved from Southern California to North Texas in March 2020. She misses the beauty and the weather of Southern California, but is loving the open spaces in Texas. Karen is involved in ministries in her church, her neighborhood Bible studies and small group experiences. Travelling and sight-seeing is one of her passions. She looks forward to exploring her new home in Texas and surrounding states.