Karen Morrow

Karen works to deliver value to clients as a financial advisor for their short and long-term goals.  She seeks to bring investments, education, retirement, and tax planning strategies into a customized and tailored financial plan. Karen is able to further recommend practical solutions to guide clients through the implementation, performance monitoring and maintenance of asset allocation in line with their evolving investor profiles.

Karen received her B.S. and M.B.A. from the University of Iowa and has been involved in asset management and financial services since 1987.  Her knowledge and experience in financial planning is focused on quality service for clients whom she advises on retirement needs, financial investment management and other strategic financial planning and organization.

Prior to joining Ohnward, Karen was a Managing Partner with VMF Capital and WB Capital Management and assisted Ohnward Financial Advisor Services in the development of their investment services in 2003. 

Other organizations Karen has been affiliated with include Foundation 2, Inc., Past Board President and Board Member, Investments & Wealth Institute (formerly IMCA), past Certified Investment Management Analyst.

Karen lives in Cedar Rapids, Iowa with her husband, Martin. She enjoys spending time with her family and her personal interests include gardening, reading and travel.