Karen Debaker, Cfp® Email & Phone Number

De Pere, WI, US

Minneapolis, MN, US

I deliver personalized financial advice to help you achieve your goals, today and tomorrow. We start with a conversation about key financial areas from covering essentials to ensuring lifestyle and preparing for the unexpected to leaving a legacy. By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your.

St. Petersburg, Florida, US

We offer comprehensive wealth advisory services, managing all the financial affairs of individuals, families and their estates. My services include but are not limited to: discretionary fee only asset management, estate, insurance and retirement financial planning; employee retirement planning, private equity investments, business strategies and corporate.

St. Petersburg, Florida, US

We offer comprehensive wealth advisory services, managing all the financial affairs of individuals, families and their estates. My services include but are not limited to: discretionary fee only asset management, estate, insurance and retirement financial planning; employee retirement planning, private equity investments, business strategies and corporate.

St. Louis, MO, US

• Determine customer financial needs
• Help customers take next steps to set specific goals
• Help create and implement strategies to achieve goals
• Help select appropriate investments based on financial goals, risk tolerance and time frame
• Meet with customers regularly to help determine needed adjustments to portfolio to stay on trackues

Green Bay, WI, US

• Identified new revenue streams and oversaw the organization’s fund raising activities
• Identified and cultivated major donors and corporate sponsors
• Worked in tandem with other executive staff and Board of Directors to establish and update three-year strategic plan
• Oversaw the organization’s public relations/marketing activities including media relations, crisis communications planning, and developing/implementing marketing plans to promote the organization

Milwaukee, WI, US

• Developed, planned and implemented objectives, goals, business strategies and creative positioning to profitably build neuroscience, orthopedics and trauma product lines $1.5M over natural growth in 2011
• Provided research-based business and market analysis to map out expansion opportunities
• Managed and coordinated the successful execution of product line management to achieve region-wide volume, market share, and revenue goals

Milwaukee, WI, US

• Researched, formulated and executed business plans and market strategies to produce a favorable return on investment within a defined geographic area and support Aurora’s brand
• Evaluated future markets and growth opportunities to impact the bottom line through increased patient referrals

Cape Girardeau, MO, US

• Developed and implemented new business development strategies and services
• 75% of time spent in the field, meeting with physicians, providing new procedure, technology or physician information to physicians in the service area
• Maintained consistent communications between Saint Francis Executive Team and department directors and managers to keep abreast of operational priorities

Bachelor Of Arts, Communication, Emphasis In Public Relations

Certificate In Financial Planning

Semester Abroad

Education record