GenX
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Director of Financial Planning
CFP®
Broker Affiliation: Ameritas Investment Corp.
Languages: English, French
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
GenX
Retirees or Seniors
Women & Female Leaders
Early Retirement or Financial Independence
End of Life and Legacy Planning
Retirement Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net
We specialize in families who feel like the various aspects of their financial lives are either untenable, unmanageable, or not entirely known or defined yet - mostly people mid-career (in their 50s) and up. This generally includes questions around investments, savings, retirement planning, employee benefits, college planning, insurance, estate planning, and taxes (both now and in retirement). We welcome questions, and pride ourselves on being able to help families through the financial quagmire.
Karen E. Van Voorhis is a Registered Representative and Investment Advisor Representative offering securities and investment advisory services solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC, a registered broker/dealer and registered investment advisor. AIC and Daniel J. Galli & Associates are not affiliated. Additional products and services may be available through Karen E. Van Voorhis or Daniel J. Galli & Associates that are not offered through AIC. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your circumstances.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.
Household Income Minimum
$0
Investable Asset Minimum
$0