Karen joined Belke Financial Group in 2006. She manages the business and office staff, in addition to being a Financial Advisor and Tax Preparer. Her focus is on making sure the office is functioning smoothly and meeting the needs of our clients. She enjoys working on projects to improve our technology and processes, ensuring our clients have the best experience.
Prior to joining Belke Financial Group, Karen was an Actuary in Appleton, WI at Thrivent Financial and also at Secura Insurance. She has a bachelor’s degree in applied mathematics with a business minor from the University of Wisconsin-Oshkosh. Karen holds a CPA license with the state of Wisconsin. Karen holds FINRA Series 7 and Series 66 registrations with Woodbury Financial. In addition, she holds the following insurance licenses: Accident & Health, Life, Variable Life, and Variable Annuity.
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 a mentor for the Fondy Fire Robotics team.