Karen Schwartz

We believe financial planning is rooted in community, care and connection — and Karen embodies this spirit every day. She brings the heart of a neighbor and the purpose of a seasoned operations manager ready to help, making her the perfect fit for our service philosophy.

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Karen finds her greatest satisfaction in helping others — whether assisting clients or uplifting colleagues. Her welcoming nature and ability to adapt turn our financial services into personal stories of trust, guidance and genuine support. Clients know her as someone who listens and always goes the extra mile.

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A new face in St. George, Karen is a proud mother and recently became a grandmother for the first time! At home, she enjoys the company of her cat, Stormy, and spends her free time paddle boarding, roller skating and hiking — always seeking new ways to connect with her surroundings and the people she meets.