Karen joined Jacobi Capital Management in 2021 following an eight-year career in the financial services industry. Her natural interest in helping people led her to pursue a career as a financial advisor. Karen started her career as a financial advisor at MassMutual Eastern Pennsylvania focusing on helping families that have a loved one with special needs plan for their futures. Karen works with individuals, families and business owners who are often too busy and overwhelmed with all the decisions that go into building and preserving wealth. She is passionate about educating her clients and being a resource for them. As a single mother to 2 young boys she understands the challenges her clients face especially during a time of transition. When working with her clients she takes them through a simple process to uncover their goals and help them automate their savings so they can focus on what’s important to them. She offers the following services, but not limited to:• 401(k) Distribution Education• Investment Opportunities • Financial Planning• InsurancesA Pennsylvania native, Karen is from Shavertown. She enjoys yoga, kayaking and outdoor activities. Karen is very involved in her community and enjoys donating her time to various causes and nonprofits. Her happiest moments are Friday date nights with her sons, Levi and Tyler. If Karen can be of help to you, feel free to reach out to her at:570-826-1801Kdarby@Jacobicapital.com