Karen joined CFO Strategic Partners with over twenty five years of experience in accounting and finance. She is a results-oriented CPA with a track record of leading the accounting, treasury, and financial management for corporations, nonprofits, and family offices. Her hands-on management style in the development and implementation of strategic plans has ensured increases in profitability and net worth for various entities and family shareholders.
During her 23-year career with CNL Financial Group, Inc., Karen led the accounting functions for numerous corporations, partnerships, trusts, foundations, and high-net-worth individuals. In her various roles, she was responsible for banking relationships, loan negotiations, and treasury management for CNL Financial Group, Inc., high-net-worth individuals, and numerous affiliates. Karen has also worked with nonprofits, assisting them with complex real estate transactions and improving their financial process for greater efficiency and accuracy.
Karen has significant experience developing highly skilled accounting and financial management teams. She has worked with owners, top management, and outside third parties concerning financial forecasting and reporting, estate planning, and various other financial and strategic matters. She enjoys working in the financial and real estate industries and excels at contract negotiations.
“It’s very rewarding for me to work with the leaders of family-owned businesses to help them achieve success both in their personal and business financial affairs. When the business owners are confident that their financial affairs are all being properly handled, they can concentrate their efforts on the business’ operations and increasing its success.”