Western & Southern Life
Principal Financial – Karen Lomas
Karen and her team specialize in a comprehensive approach to her financial services practice that addresses: – Business Transition Strategies – Employee Benefits – Executive Compensation Strategies – Annuities – Long Term Care – Life insurance – Disability – Retirement funding – Education funding – Investments
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My journey into financial advisory started with two pivotal experiences. Two years ago, I watched my mother face unexpected financial challenges—a wake-up call that inspired me to help others navigate these critical decisions with clarity and confidence. Equally important is my 19-year experience as a stepfather to my nonverbal autistic son, which has deepened my…
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