Meet Your Instructor

Karen Patel

Karen brings an enormous wealth of economic and business industry experience to her clients. The understanding of day to day business challenges and opportunities serves clients well from 25 years in financial management and commercial lending.  Her integrity in building relationships shines through with her personable and trustworthy demeanor.  Providing a high-touch level of service, Karen focuses on each client’s need for learning, understanding and executing the strategies that are implemented.

With regional, national, and international contacts and economic development experience, Karen is able to provide resources and networks to strengthen her clients’ overall position. With a formal education in accounting and management from St. Norbert College, there is a structure and discipline present to constantly review and track all implemented strategies of her clients’ plans.  She sits on numerous community and non-profit board of directors keeping her in decision-making company with other successful leaders.

As a business owner herself, Karen understands the needs of small businesses and is passionate about helping entrepreneurs lay the foundation of sound financial principles and practices.  Starting at the age of 9, her strong work ethic allowed her to see the value of the dollar.  As a young teen, she confirmed her vision to reap rewards from her disciplined saving.   She saved, spent and paid taxes realizing there must be better ways to manage her small fortune.  Knowing that not everyone has the knowledge, experience or professional contacts to assist them, Karen strives to assist her lifelong clients and those referred to her by satisfied clients.