Home > Meet the Team > Karen Jackson



After spending most of her career in education and recruiting, Karen decided to take her skills to the financial planning industry.

She wanted to apply her passion for helping people to a career that would make a positive impact on the world. Working with families to help them make smart decisions with their money was a natural fit.

The Define Financial team welcomed Karen in 2018 as a Rockstar Client Service Manager. She manages and monitors all office operations and is an expert at making sure nothing falls through the cracks.

Karen is a native San Diegan but was raised in Tulsa, Oklahoma. She has two rescue pets and is a proud mom to a son working as a Fish and Wildlife Biologist.

When she’s not helping client’s, you can find her traveling, feeding the homeless, and researching new Instant Pot recipe’s.


10 Biggest Mistakes to Avoid When Hiring a Financial Advisor

Are you on the hunt for the best Financial Advisor? Our latest comprehensive guide for consumers highlights the 10 BIGGEST mistakes people make and how they can be avoided.

Homepage Free PDF Guide Form

Home page Download guide

*Privacy policy: we hate SPAM and promise to keep your email address safe.