Socially Conscious Investor

Karen S. Patel

Author: Karen S. Patel

Karen Patel is a financial consultant and advisor for business owners in construction, manufacturing, professional services, and technology for several decades. Her Midwest roots in a family-owned business are the foundation of her “it’s not how much you make, but how much you keep” strategies. She focuses on relationship-based, comprehensive financial planning strategies for closely-held middle-market business and family clients. Karen believes in maintaining a high degree of integrity by putting her client’s needs first and providing personalized solutions for their unique situations and obstacles.

Karen is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.