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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Karen Collier

Like Dave, I am passionate about helping people achieve financial peace. I’ve spent most of my career working with a Not-For-Profit Health and Human Service Organization as The Director of Finance and consulting with other similar organizations where I saw individuals and families struggle with financial insecurities. Along the way, I’ve learned that attitudes about money greatly influence how we make financial decisions and a lot of times, we have the wrong information. I became an advisor, because I want to work with people, regardless of their financial background, and show them how to create a new financial paradigm.

In a world full of complexities, most people want a simple road map to help them on their journey to financial freedom. Partnering with a trusted advisor who will help you establish guardrails along the way, will improve the likelihood of you getting safely to your financial destination, whatever it may be.

By listening to my clients to find out what keeps them up at night, I work with them and help them avoid the pitfalls that can easily get them off track and stop them from winning financially. When working with me, I use an established process that considers all areas of your life with the ultimate goal of protecting your assets, growing your wealth and preserving your legacy. A teacher at heart, I firmly believe that when you have the right tools, and use them the right ways, you have a better outcome. It’s important to work with someone who can help you select and use the right tools to get the job done.

Schedule a Call

We’ll start with a conversation to get to know each other

Meet Up

We’ll set up a time to meet in person or virtually

Get a Plan

I’ll present you with a customized plan based on your goals

More About Karen:

  • Education: BBA Business Administration concentration in Accounting – Mercer University, MBA Business Administration concentration in Accounting – Georgia College and State University
  • Certification: Certified Public Accountant, Chartered Retirement Planning Counselor
  • Licenses: FINRA SIE, Series 7, Series 66, Life and Annuity Insurance

Locations Served


  • (478) 300-2848

State Licenses

Affiliated with all 50 states