CFP®, MBA, CPA
Managing Partner, Wealth Advisor
941.556.9004 x 202
Karin advises clients and oversees the firm’s operations, administration and marketing. Karin’s two decades of prior business experience in real estate franchising, employee leasing and non-profits have made her well-versed in the accounting and financial planning needs of business owners and corporate executives alike.
A Certified Financial Planner® practitioner for the last 14 years, Karin graduated cum laude with a Bachelor of Science degree in Accounting and Finance from Miami University (Ohio), has an MBA in Finance from the University of Arizona and holds a Certified Public Accountant license in the State of Florida.
Karin currently serves as Board Chair of The Selby Foundation, is Treasurer of Jewish Family and Children’s Services and is currently an active member of Leadership Florida. She has been Board Chair for Planned Parenthood of Southwest & Central Florida, is a former member of Pines of Sarasota Foundation Board, is past Treasurer of Tiger Bay Club, Manatee and has previously served on the board of the local Financial Planning Association. Karin is past Treasurer for the Bradenton Yacht Club and served for several years on the Manatee Chamber of Commerce’s Small Business Council, the West Bradenton Rotary Club, the Leadership Manatee Alumni Board and the American Business Women’s Association. She writes a financial planning column regularly for The Bradenton Herald.
Karin’s husband Patrick is an orthopaedic surgeon in Bradenton—the couple has one child, of blessed memory. In their spare time, she and her husband enjoy boating, snow skiing, travel and wine tasting.