Karen founded Moonstone Asset Management in 2008 with a conviction born from personal experience: that independent investors deserve the same caliber of counsel once reserved for institutions — delivered by an advisor with no conflicts, no proprietary products, and no agenda.

Her path to founding Moonstone was unconventional. After pivoting from an early career in fashion, Karen found herself as a newly single mother — and realized that financial self-reliance wasn't optional. That clarity of purpose led her first to entrepreneurship, where she grew and ultimately sold a successful franchise business, and in parallel, began building her own investment portfolio using the same analytical lens she applied to running a company: growing revenues, strong margins, and healthy cash flows.

By the time the business was sold, Karen had found her calling. She spent the years before founding Moonstone immersed in the investment world, drawing on close relationships with colleagues running hedge funds and institutional books of business. The most important lesson: truly neutral, conflict-free financial advice is rare — and that scarcity represented both a problem worth solving and an opportunity.

Moonstone launched with a handful of clients and a single mission: to make sophisticated, independent wealth management accessible to families who deserved better than the wirehouse model. Today the firm serves over 100 households across the full arc of financial life.

Karen's expertise spans holistic wealth management, multigenerational planning, estate preparation, business transitions, and the behavioral dimensions of long-term investing that are so often overlooked.

She has been a proud resident of Highland Park, Illinois for over 25 years. Outside the office, she treasures time with her husband, grandchildren and her beloved cat, Ollie.