Karen Jackson
Client Service Manager
125+
Trusted Families
Cared For Each Day
Zero
Days When I’m Bored
With My Role at Define
100%
My Personal Target
for Client Satisfaction
10
Average Minutes Before I’m Ready for My Next Adventure
In the Office
At Define Financial, I’m the person who makes sure nothing falls through the cracks.
When clients have a question, need a document, or just want to know where things stand — that’s me. I work closely with our advisors and clients to keep everything moving, so the experience feels as thoughtful as the advice itself.
Client service is something I take personally. Behind every request is a real person who deserves more than a generic response. My job is to make sure they always feel heard and never left wondering what happens next.
I take a lot of pride in the details most people never notice — a prompt response, a clear answer, a process that moves without friction. Those things matter, and I genuinely love being the person who delivers them.
For our advisors, I’m a partner they can count on, so together we can deliver an experience that’s as exceptional as the advice itself.
Behind the Scenes
I came to Define Financial by way of a life well-lived.
I started as a stay-at-home parent, then spent years as an admissions recruiter where I discovered I genuinely love people. Different backgrounds, different stories, different personalities. I found energy in all of it.
I eventually made my way into financial services at a firm right across the street from Define. When the opportunity here came along, I could literally walk to the interview. Sometimes the universe makes things easy.
Along the way, some health challenges reshaped how I see things, deepening my appreciation for showing up with care and not taking good days for granted. That’s the lens I bring to work every day.
Outside of the Office
The Long Way Home
I was born in San Diego, traded it for a Tulsa childhood, and spent years finding my way back. Some places just have a way of pulling you home.
Animal Lover
Animals have always been part of my life, especially rescues. My dog Stella and my cat, Rocky, have been my loyal companions for many years. Life at home is never dull with the two of them around.
Adventures
When I’m not working, you’ll find me chasing the next adventure. That might mean walking a llama, wandering into a sumo wrestling match, or checking another baseball stadium off the list. I’m always up for a good story.
