Karena is registered with Lincoln Investment, she has over 25 years experience as a Wealth Manager specializing in diversified portfolio management and strategic long or short term financial planning.

Lincoln Investment has over 50 years of industry leadership and specialized experience in the delivery of investment strategies. Lincoln Investment has become a resource to financial advisors, enabling them to provide their clients with a lifetime of financial services.

They are committed to helping individuals and families achieve long-term financial well-being through the knowledgeable guidance of their financial advisors.

Advisory services are offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities are offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. KSAdvisory and the above firms are independent and non-affiliated.

Visit their website at www.lincolninvestment.com.

Check the background of this investment professional on https://brokercheck.finra.org/ 

Lincoln Investment and Capital Analysts Form CRS and link to Lincoln's page: https://www.lincolninvestment.com/CRS

Currently assisting with the following:
Customized Family Portfolios, 403bs, Portfolio Analysis, and Retirement Planning, Strategic Legacy, Roth-Reg-SEP IRAs, Inherited IRAs, 401k or 457b rollover consultations, Educational Funding, Assistance with understanding QDROs.

Karena has access to over 55 Investment Companies and is committed to making suitable investment choices based on each client's tolerance, time frame, and comfort levels with risk given current market conditions and competitive offerings.