Karen has been a Marketing Manager for CPA firms since 2006, more recently an 11 year experience with a large regional CPA firm in Southern California. She loves being involved in every aspect of the client experience. Finding new ways to bring value to clients both digitally and in person is a passion. Karen is looking forward to working on new projects with McKell Partners and becoming an integral part of the team. Connecting with other like-minded professionals is also one of Karen’s strengths. She is not only a new team member of McKell Partners, but Mark and Adam have been her family’s financial advisors and retirement planning specialists for years. She and her husband Sam consider it a blessing to join McKell Partners and their mission to bring financial peace to individuals and families.

Karen is a wife, mom and grandma who moved from Southern California to North Texas in March 2020. She misses the beauty and the weather of Southern California, but is loving the open spaces in Texas. Karen is involved in ministries in her church, her neighborhood Bible studies and small group experiences. Travelling and sight-seeing is one of her passions. She looks forward to exploring her new home in Texas and surrounding states.

Copyright © 2025, Docere Advisors, LLC. All Rights Reserved.

The information found on this website is provided as general information and is not intended to be specific financial guidance.

The information and opinions expressed herein are obtained from sources believed to be reliable; however, no representation is made as to, and no responsibility or liability is accepted for, the accuracy or completeness of the information.

Before you make any financial decisions regarding your personal financial situation, you should consult a financial, legal or tax professional to discuss your individual circumstances and objectives. Products or services mentioned may be unavailable in your state and/or unsuitable for some individuals. Providing personal information may result in contact from an insurance agent.

Docere and any other named entity are unaffiliated. Docere is not affiliated with the named representative, broker-dealer-,dealer, state or SEC registered investment advisory firm The opinions expressed, and material provided are for general information, and should not be considered a solicitation of the purchase of or sales of any security.