Karen Spence, Crpc®
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Karen Spence, Crpc® Email & Phone Number

Wealth Advisor | Finnancial Planner | Tax Planner | Insurance Planner at Virtus Wealth Management
Location: Dallas-Fort Worth Metroplex, United States 2 work roles 2 schools
1 work email found @virtuswealth.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@virtuswealth.com
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Current company
Virtus Wealth Management
Role
Wealth Advisor | Finnancial Planner | Tax Planner | Insurance Planner
Location
Dallas-Fort Worth Metroplex, United States
Company size
7 employees

Who is Karen Spence, Crpc®? Overview

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Quick answer

Karen Spence, Crpc® is listed as Wealth Advisor | Finnancial Planner | Tax Planner | Insurance Planner at Virtus Wealth Management, a with 7 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at virtuswealth.com and a matched LinkedIn profile for Karen Spence, Crpc®.

Karen Spence, Crpc® previously worked as Enterprise Architect at Sprint. Karen Spence, Crpc® holds Chartered Retirement Planning Counselor, Finanical Planning from College For Financial Planning.

Company email context

Email format at Virtus Wealth Management

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*@virtuswealth.com
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AeroLeads found 1 current-domain work email signal for Karen Spence, Crpc®. Compare company email patterns before reaching out.

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Profile bio

About Karen Spence, Crpc®

Karen joined Virtus Wealth Management in 2006 and loved the firm from the start because their principles and integrity aligned with hers. Virtus Wealth prides itself on partnering with clients through education, encouragement, and empowerment to help them work towards their goals. Virtus Wealth also understands that wealth management extends beyond investment advice- it includes all aspects of a client’s financial life. Karen fully believes her clients benefit from the Virtus Wealth Connect Wealth ProcessTM which coordinates and unifies the decisions in their financial life, so that those decisions complement each other and aims to produce enhanced results.Trusting someone with your money is trusting someone with your future. Karen strongly believes in taking care of her clients and feels a responsibility to help them reach their goals. Karen is known for her focus on customer service, attention to detail, and naturally supportive style. Karen’s specialties include retirement planning, asset protection/insurance planning, tax planning, Social Security and Medicare.Karen is married to Tip, her high school sweetheart, and is the proud mother of three boys. She spends most of her spare time with her family and still enjoys going for a swim every now and then.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Level Four Advisory Services, a registered investment advisor. Level Four Advisory Services and Virtus Wealth Management are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL and have not been reviewed by LPL Financial as to accuracy or completeness.For more information or for a list of states in which we are registered to do business, please visit www.virtuswealth.com or call our office at (817)717-3812.

Listed skills include Financial Advisor, Wealth Management Services, Retirement Planning, Asset Management, and 5 others.

Current workplace

Karen Spence, Crpc®'s current company

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Virtus Wealth Management
Virtus Wealth Management
Wealth Advisor | Finnancial Planner | Tax Planner | Insurance Planner
southlake, texas, united states
Website
virtuswealth.com
Employees
7
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2 roles

Karen Spence, Crpc® work experience

A career timeline built from the work history available for this profile.

Wealth Advisor | Finnancial Planner | Tax Planner | Insurance Planner

Current
Virtus Wealth Management

2535 E. Southlake Blvd., Suite 100, Southlake, Tx 76092

Karen joined the firm in 2006 and immediately enjoyed the opportunity to work with clients. Trust is something that Karen does not take lightly. She strongly believes in taking care of our clients and feels a responsibility to help them reach their goals. Karen is known for her focus on customer service, attention to detail, and naturally supportive style. She works with clients to implement recommended strategies designed to generate results. Karen continuously keeps the clients’ best interests at the forefront and places a strong emphasis on the overall strategy which always revolves around what the client needs – their individual goals and lifestyles.Karen also has a heart for education and leads our Ladies’ Finance & Fun events, focused on building confidence in women. She believes the most important part of education is helping our clients use information to make decisions and put their plan into action as they seek to reach their goals.Karen earned the Chartered Retirement Planning CounselorSM designation in 2015. Karen also holds the Series 7 and 63 registrations with LPL Financial and is a licensed general lines insurance agent. Karen is a registered representative with LPL Financial.

Oct 2006 - Present

Enterprise Architect

Sprint

Dallas/Fort Worth Area

Karen began her career at Sprint as a Software Engineer and advanced to an Enterprise Architect by understanding the functionality of the systems, partnering with her peers and users, and facilitating cross-domain cooperation and communication. Karen’s strong relationship-building, analytical, and listening skills were the keys to her success at Sprint. Karen left Sprint in 2006 to spend more time with her family and embark on a new career where she could help people.

Jan 1992 - Apr 2006
Team & coworkers

Colleagues at Virtus Wealth Management

Other employees you can reach at virtuswealth.com. View company contacts for 7 employees →

BM Brittney Mathies Brittney Mathies Colleague at Virtus Wealth ManagementArgyle, Texas, United States View → PT Prestyn Tillotson Prestyn Tillotson Colleague at Virtus Wealth ManagementDallas-Fort Worth Metroplex, United States View → EB Eden Baggs Eden Baggs Colleague at Virtus Wealth ManagementFlower Mound, Texas, United States View → KA Kayla Andrews Kayla Andrews Colleague at Virtus Wealth ManagementFort Worth, Texas, United States View → JH Josh Hubman, Cfp® Josh Hubman, Cfp® Colleague at Virtus Wealth ManagementSouthlake, Texas, United States View →
2 education records

Karen Spence, Crpc® education

Bachelor Of Business Administration - Bba, Accounting And Computer Information Systems

University Of Arkansas

Activities and Societies: Beta Gamma Sigma Honors Society for Collegiate Schools of Business

FAQ

Frequently asked questions about Karen Spence, Crpc®

Quick answers generated from the profile data available on this page.

What company does Karen Spence, Crpc® work for?

Karen Spence, Crpc® works for Virtus Wealth Management.

What is Karen Spence, Crpc®'s role at Virtus Wealth Management?

Karen Spence, Crpc® is listed as Wealth Advisor | Finnancial Planner | Tax Planner | Insurance Planner at Virtus Wealth Management.

What is Karen Spence, Crpc®'s email address?

AeroLeads has found 1 work email signal at @virtuswealth.com for Karen Spence, Crpc® at Virtus Wealth Management.

Where is Karen Spence, Crpc® based?

Karen Spence, Crpc® is based in Dallas-Fort Worth Metroplex, United States while working with Virtus Wealth Management.

What companies has Karen Spence, Crpc® worked for?

Karen Spence, Crpc® has worked for Virtus Wealth Management and Sprint.

Who are Karen Spence, Crpc®'s colleagues at Virtus Wealth Management?

Karen Spence, Crpc®'s colleagues at Virtus Wealth Management include Brittney Mathies, Prestyn Tillotson, Eden Baggs, Kayla Andrews, and Josh Hubman, Cfp®.

How can I contact Karen Spence, Crpc®?

You can use AeroLeads to view verified contact signals for Karen Spence, Crpc® at Virtus Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Karen Spence, Crpc® attend?

Karen Spence, Crpc® holds Chartered Retirement Planning Counselor, Finanical Planning from College For Financial Planning.

What skills is Karen Spence, Crpc® known for?

Karen Spence, Crpc® is listed with skills including Financial Advisor, Wealth Management Services, Retirement Planning, Asset Management, Risk Management, Estate Planning, Estate Tax Planning, and Tax Planning.

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