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Karen W. McDade
Member, National Board of Directors @Financial Planning Association Fpa
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WORK HISTORY
Member, National Board of Directors @Financial Planning Association Fpa
Karen McDade, CFP®, AIF®, CDFA®, currently serves on the national board of directors of the Financial Planning Association® (FPA®), the principal membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those who support the financial planning process.
EDUCATION
University of Wisconsin-Madison
BS, Financial Consulting
College For Financial Planning
CFP, Comprehensive Financial Planning
SKILLS
ABOUT KAREN W. MCDADE
My practice revolves around wealth forecasting and wealth management. I help business owners, professionals, and high-net-worth families gain clarity in their complex financial lives so they can focus on what is most important to them. Specialties: Financial Planning and wealth preservationTransitions (retirement, business sale, inheritance, lawsuit, career change, financial windfall)Fiduciary Investment ManagementDivorce Settlement AnalysisEmployee benefits, such as 401k retirement plans and executive benefits.Investment advisory services are offered through Ashton Thomas Private Wealth, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co, a registered broker/dealer, Member FINRA/SIPC. Insurance products are offered through Ashton Thomas Insurance Agency, LLC, a licensed insurance agency. Tax services are offered through Ashton Thomas Tax Advisory, a DBA of Ashton Thomas Insurance Agency, LLC. Though there are similarities among these services, the investment advisory programs, brokerage services, insurance, and tax services offered by Ashton Thomas are separate and distinct, differing in material ways, and are governed by different laws and separate contracts. M.S. Howells & Co, does not provide legal or tax advice and is not affiliated with Ashton Thomas Private Wealth, LLC or any of its affiliates. This site is published for residents of the United States only. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed Check the background of the investment professional on https://brokercheck.finra.org/
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