Karen joined Baird in 2024, bringing more than 15 years of experience as a tax preparer and a passion for helping clients make confident financial decisions. A graduate of the University of Tennessee at Martin, she specializes in tax-efficient planning, retirement planning, and investment management strategies designed to help clients pursue their long-term goals while managing risk through thoughtful asset allocation. She enjoys building meaningful relationships with clients and helping them navigate important financial decisions through every stage of life. In 2025 and 2026, she was a member of the Shelton Group being named as a Forbes Top Best-in-State Wealth Management Team.
Outside of the office, Karen enjoys spending time with her husband, Landon, and their two children, Nathan and Zoe. She loves watching Nathan play football at Georgetown College in Kentucky and watching Zoe sing in vocal competitions and cheer for the Dyersburg Trojans. Karen and her family are active members of First Baptist Ridgely, where she serves as worship leader. Karen was honored with the 2023 TSBA School Volunteer Recognition Award and is passionate about serving her community through both her church and local organizations. She is also a proud new member of the American Business Women’s Association (ABWA). Whether serving her clients, supporting her family, or giving back to her community, Karen is committed to making a positive difference in the lives of others.
Forbes/SHOOK Research Top Best-in-State Wealth Management Team. Published on 01/09/25. Rankings based on data as of 03/31/24.
Forbes/SHOOK Research Top Best-in-State Wealth Management Team. Published on 01/07/26. Rankings based on data as of 03/31/25.