|“A family’s investments should never be managed in a vacuum, but rather, coordinated with lifetime financial objectives and legacy goals in mind. Coordinated efforts, incorporating all elements of wealth planning, are the best avenue for successfully achieving family goals.”|
About karen h. mersereau, MST, CPA/PFS, CFP®, CIMA®
Karen Mersereau is a Managing Director at Oxford Financial Group, Ltd. where she works closely with families to create sophisticated and comprehensive financial, investment, tax and estate planning strategies. Her determination to enhance wealth as a partner to her clients, as well as her ability to focus on the complexities of each individual strategy while knowing which resources to leverage, make her an invaluable partner in holistic financial planning.
Prior to Oxford, Karen served as a Partner at Katz, Sapper & Miller, where she specialized in wealth planning for high-net-worth individuals. Her experience also includes creating KSM Capital Advisors, working with owners of closely-held businesses with strategic pre-exit planning to transfer wealth and enhance their desired legacy. At Oxford, Karen utilizes that expertise working with business owners pre- and post-sale to bring value at all stages of their business succession planning.
After graduating with a bachelor’s degree in accounting from Indiana University and a master of science degree in taxation from Pace University, Karen earned the designation of Certified Public Accountant (CPA) and Personal Finance Specialist (PFS). Additionally, Karen is a CERTIFIED FINANCIAL PLANNER™ (CFP) professional and holds the Certified Investment Management Analyst® (CIMA®) designation.
Karen’s focus on the community is also apparent outside of her work at Oxford. She serves on the Board of Directors of the Indianapolis Symphony Orchestra, has been a member of the Riley Children’s Foundation Women’s Network Advisory Group and has served on the Board of Governors of the Richard G. Lugar Excellence in Public Service Series.