Karen E. Heider, CDFA®Senior Wealth Advisor

Karen has been a vital part of the team for the last half decade, designing and implementing wealth management plans. Her role is critical in managing client outcomes. A graduate of Texas A&M, where she earned a B.S. in Finance, Karen evaluates portfolios and develops financial plans. She is proactive in identifying clients’ potential challenges and coordinating the team to address those needs. Karen’s efforts ensure that the team meets or exceeds clients’ expectations. A former schoolteacher, Karen has a true gift for active listening, anticipating concerns and providing clear explanations to both simple and complex questions.

Karen is an active member of the community. She can frequently be seen at running events with Houston Fit or otherwise enjoying the outdoors. She volunteers at Houston’s annual Livestock Show & Rodeo. In addition, she enjoys mentoring young children in the Caring Aggies Mentoring Program.