Karen O’Brien CPA, CFP®
Karen co-founded trueNorth Wealth Advisors in 2001 after a twenty-year career in public and corporate accounting. She is a Certified Financial Planner™ practitioner as well as a Certified Public Accountant. Karen developed trueNorth’s comprehensive financial planning process and is an active participant in client financial planning team strategy meetings. In her role as Managing Partner and Principal, Karen focuses on practice management and trueNorth’s long-term vision.