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Karen  Haas

Karen Haas

Operations Director

Karen Haas, a graduate of Western Michigan University with a bachelor’s degree in business, has refined her expertise in operational management within the insurance and financial planning industries throughout her career. As an Operations Director, Karen is pivotal in optimizing workflows and enhancing client engagement, allowing financial advisors to focus on providing tailored financial solutions.

Karen is distinguished by her commitment to excellence in customer service. She believes consistent, high-quality support is the best way to show clients their value. By managing the critical day-to-day operations, Karen ensures that all processes run smoothly, directly contributing to the firm's efficiency and client satisfaction.

Outside of her professional responsibilities, Karen is married and a proud mother, enjoying life’s journeys with her husband and son. She is an enthusiastic traveler and sports fan, often attending games and events, especially for the Detroit Red Wings and the University of Michigan football team. Karen also finds joy in scrapbooking these experiences, creating lasting memories of her adventures and family moments.

Karen’s life philosophy of reciprocal positivity—believing that "what goes around comes around"—mirrors her professional and personal approach: attentive, thoughtful, and always aiming to make a meaningful impact.