401(k) & Retirement Plan Specialist
Karin specializes in assisting organizations to optimize the structure and utility for their retirement programs. Karin began her career at John Hancock Life Insurance Company, in Boston MA in their retirement division. Later, she served as a Senior Relationship Manager with ING Financial Advisors for seven years where she consulted on over 200 retirement plans representing an excess of $350 million in assets. She takes pride in her high level of client service, her full fee disclosure, and the excellent financial education she provides clients to help them with their decision-making.
Karin holds a BA degree in Marketing from the University of Texas at Austin. Outside of work, Karin has been involved as a contributor and member of various non-profit organizations in her community. Karin is involved with her church, enjoys soccer, traveling, sailing, food and wine. Karin is based in the Napa Valley and as an affiliate of our office helps our clients with their 401(k) and other retirement plan needs.