Karen Simundson

Advisor at Senior Benefit Services

Karen Simundson has a BS in Accounting with a minor in Finance from Mt St Mary’s University. The decisions she helps her clients make are financial rather than emotional based. Having been a licensed agent for 20 years has given her a lot of experience. She is an avid reader and researcher of our industry, its products, and trends helping her to stay current and take more enjoyment from the business.

Timeline

  • Advisor

    Current role