Karen B. Meck, MT
Karen Meck serves as Director of Design and Practice Manager. Karen works closely with the firm’s clients and their team of advisors to ensure their financial goals and objectives are met. Specializing in estate planning, business succession planning and executive benefits, Karen provides assistance to the Principals in the development of sales solutions that require tax planning and technical expertise for high net worth clientele. With her 15 years of industry experience, Karen utilizes her product knowledge and relationships to help Greenberg & Rapp stay on the cutting edge.
Karen’s past experience includes serving as a wealth planner with a national bank and working with business owners and families concerning wealth transfer and life insurance planning needs. She earned a Master’s of Taxation degree from University of Denver Sturm College of Law and a Bachelor’s of Science degree from Millersville University. She is licensed in Life, Health, and Disability insurance. Karen is an active member of the Society of Financial Service Professionals.