Karen joined Belke Financial Group in 2006, taking over the tax preparation portion of the business in addition to roles including office management and implementing new technologies. Currently, as a Financial Advisor, Karen meets with clients to review their investment portfolios and also prepares individual income tax returns for clients.
Karen holds FINRA Series 7 and Series 66 registrations with Woodbury Financial. She also holds the following insurance licenses: Accident & Health, Life, Variable Life, and Variable Annuity. Karen holds a CPA license with the state of Wisconsin.
Prior to working at Belke Financial Group, Karen was an Actuary at Thrivent Financial, Appleton, WI and also at Secura Insurance, Appleton, WI. She has a B.S. Degree in Applied Mathematics with a Business minor from the University of Wisconsin-Oshkosh.
Karen is a daughter of founder, Richard Belke. She is married to Dan and they have three sons. In her spare time, Karen volunteers at church by playing piano and leading the praise band. She has served as board member of various committees within her church and the community. Karen also enjoys her role as an active mentor for the Fondy Fire Robotics team.