It is my honor to partner with Karen Meinz. I look forward to working together to help you accomplish your goals. I hope to continually earn the same trust and confidence that you have placed in Karen by working with her over the years.

When your financial advisor team changes, for any reason, it can create uncertainty in your mind. You chose to work with Karen and it is natural to ask “what does this change mean for me?” I want to answer that and provide some background on how we got to know each other.

Karen and I met in 2011 through mutual ex-Edward Jones colleagues. She had recently moved to LPL to establish her own independent practice. I was supervising and supporting other advisors at the time and in need of some help with those efforts. Karen had acquired the requisite supervisory licenses to run her own practice and we decided to join forces and collaborate. I have always appreciated her thoroughness and attention to detail.

Over the years, we have also shared client meeting spaces, talked shop over lunch on a regular basis (because we both live in Southlake), and discussed working more closely together someday. I know Karen takes the responsibility of caring for your money (and you!) very seriously. It was a weighty decision for her to introduce someone else to help her with that role.

So, besides working with an additional advisor, what does this mean to you?

I have experience in developing similar partnerships. We will do our best to minimize change until I have my own direct understanding of what is most important to you and you feel comfortable that we can work well together. Karen’s notes and input are of course very helpful to me, but there is no substitute for our one-on-one conversations and meetings.

OK, sounds good (hopefully!)-–but you may still be wondering: “What will change? What won’t change? Do I have to do anything?”

The most important thing that will not change is that you have independent advisors working only for you, with your best interest in mind, without the outside influence of an employer or other third parties. Karen and I each ended up as independent advisors because we cherish the ability to give the advice that we think is best. We both use LPL for the back office support, so nothing about your accounts will be affected and you do not have to take any action. Your statements and online access will look the same, costs will be the same, all the historical data will remain intact including beneficiaries and links to move money to and from your bank accounts.

What will change:
1) My name will show up on your accounts online and on your statements.
2) You can now also reach out directly to me for anything related to your money (at LPL or elsewhere). However, I will rely on Karen for insights and context as needed.

You can also read more about me here. I look forward to working with and for you.