Karen is CEO/President of Dowling Consulting Services, Inc. She received her Bachelors in Accounting in 1981 from Loras College, Dubuque, Iowa and her Masters in Business Administration (MBA) in 1987 from the University of Nevada, Las Vegas. Karen is a Licensed Life and Health Insurance agent and a Certified Estate Planner (CEP), specializing in Retirement Planning, Long Term Care, and Legacy Planning. As an Investment Advisor for Chancellor Financial Services, Inc., Karen develops investment strategies designed based on client’s investment goals. With over 25 years as a Business Consultant, and over 35 years as an Accountant, she has helped both small and Fortune 500 companies improve their bottom line and streamline operations through budgeting, monitoring and analyzing financial performance. Being a Certified Life Coach, Karen has coached individuals through life transitions, guiding them, both personally and financially. Whether your goal is to accumulate wealth, maximize social security benefits, acquire life insurance, set up a trust or retire with confidence, Karen is passionate about building plans that help organize client assets while protecting them for the next generation. Primary and paramount is her mission to assist clients towards planning a retirement they have always dreamed of, one that will provide them peace of mind & financial freedom throughout their lifetime.
Comments are closed.