Home 2018-10-26T14:02:23-05:00
Karen Kirkpatrick

For 20 years, I’ve had the privilege to work with you and your clients to define and promote success.

Success Tree
  • Success is becoming Column A™ for you as a trusted advisor
  • Success is your securing your own financial future by becoming less dependent on commissions (3rd parties)
  • Success is your clients by having the right tools to run their business
  • Success is advisors and businesses understanding their compliance risk and mitigating it with actions

Recent Tweets

Creating a vision for financial success

Allow me to bring the message to your team members, clients or association

Compliance & Risk Management
Minimizing your and your client’s risk