OUR FIRM

ABOUT KAREN SHEA:

Karen Shea is setting a new standard for your finances. She provides solid, unbiased advice, meaningful and timely information and research, and unparalleled client service.

A graduate of The University of Memphis Cum Laude, Karen has earned the professional designations of CFP (Certified Financial Planner). She is a board member of the Financial Planning Association of the MidSouth, and is a member of the National Small Business Chamber, NAWBO (National Association of Women Business Owners), Memphis Central Rotary, Network of Memphis, and St. George's Episcopal church.

She is currently an instructor for CFP Designation at Christian Brothers University.