“Working with my client has been so rewarding for me because I know how much she appreciates my help and can sense how relieved she is that her personal matters are in order.”

Karen Winters

Karen graduated with a B.S.B.A. from Boston University with a concentration in Accounting.  After passing the CPA exam she started her career at Ernst & Young. After several years in public accounting, she moved into commercial real estate, where she worked on the financing, purchasing and sales of regional shopping malls.  While working, she completed her MBA at Northwestern University J.L. Kellogg Graduate School of Management in 1998.

For the last 20 years, Karen has been raising her family in the northern suburbs of Chicago. Karen assists in bookkeeping matters for her husband’s securities firm, E.L.K. Capital Advisors while managing all of her family’s financial matters including checking account management and bank statement reconciliations, credit card statements, and all bill paying.

Her background includes:

Education: B.S.B.A. from Boston University, MBA from Northwestern University J.L. Kellogg Graduate School of Management – 1998

Work: Public Accountant/CPA at Ernst & Young

Passions: Walking her dogs, baking, reading, Pilates, and playing canasta with friends

Volunteer Activities: PTO Executive Board & Committee, PAWS Chicago.

How she makes a difference: Seniors are inundated with paperwork, bills, etc. which can be overwhelming and confusing. I help clients focus on what’s important and eliminate all of the “noise”  so they feel confident that they are current on all of their obligations.