Karen Meck, MT, AEP® brings over 28 years of experience advising high-net-worth individuals and families, with a specialized focus on tax-efficient planning and advanced life insurance design. Her work integrates estate planning, wealth transfer, retirement, and business continuation strategies into cohesive solutions, often as part of a coordinated, family office-style advisory team alongside attorneys, CPAs, and wealth managers.
Known for her disciplined, analytical approach, Karen conducts comprehensive reviews of financial, legal, and insurance structures to develop strategies aligned with each client’s long-term objectives. She is particularly skilled at simplifying complex planning concepts, enabling clients and their advisors to make informed, confident decisions.
Karen holds a Master of Taxation from the University of Denver Sturm College of Law and a Bachelor of Science from Millersville University. She is licensed in Life, Health, and Disability insurance and holds the Accredited Estate Planner (AEP®) designation, with active memberships in NAIFA, the AICPA, and Finseca.
Outside of her professional work, Karen enjoys time with her husband, Todd, and their three French Bulldogs. She is passionate about health and fitness and co-owns a private gym, The Foundry Lancaster, which she and her husband built together.