Our Team People first. Finances second.

Karen Brock - CFP®
Financial Planning Associate

Karen is a financial planning associate at Pathfinder Wealth Consulting. She works closely with the advisory team to help guide clients and prospective clients through the financial planning process and ongoing monitoring of client plans and investments.

Karen has over 20 years of experience in the financial services industry. She started her career in the investment department of a retirement plan advisory and wealth management firm in Raleigh.  In 2002, she joined Keystone Financial Partners as a Client Relationship Manager. She became a CERTIFIED FINANCIAL PLANNER™ professional in May 2007.

After welcoming twin daughters, Karen spent their first years as a stay-at-home mom. Once they went off to school, the world of financial planning drew her back, and in 2014, she rejoined Keystone on a part-time basis.

Karen was born and raised in Cary, NC. She and her husband, Rob, and daughters, Olivia & Melanie, live in Raleigh along with their rescue dogs, Penny, a Sheppard mix and Winnie, a tri-colored beagle.  In her free time, Karen enjoys going on adventures, big and small, with her family. She loves Mexican food, family game night, and cheering on the kids at sports or dance events. When it comes time to get away, the Brocks always find somewhere with an amusement park nearby.

Professional Certifications, Licenses, and Designations:

  • CERTIFIED FINANCIAL PLANNER™ professional
Karen and Bridge
Karen and Sequins
Karen and Candy House

Your Pathfinder Team In Cary

About Chris
Chris Walsh
Partner & Wealth Advisor
CFP®
About Jim
Jim Trull
Founder of Keystone Financial Partners
CFP®
About Alex
Alex Greer
Financial Planning Associate
CFP®
About Karen
Karen Brock
Financial Planning Associate
CFP®
About Stephen
Stephen Neubig
Client Services Associate

Your Pathfinder Team In Wilmington

About Rob
Rob Penn, Jr.
President & Wealth Advisor
CFP®, CRPS®
About Jason
Jason T. Wheeler
CEO and Wealth Advisor
CFP®, AIF®, CLU®, ChFC®
About John
John B. Zachary
Partner and Wealth Advisor
CFP®, CRC®
About Maggie
Maggie Ernst
Client Services Manager
About Katie
Katie Ann Henderson
Marketing Director
About John
John Lohse
Portfolio Analyst
CFA®
About Ross
Ross Allen
Associate Wealth Advisor
CFP®, EA, ATFA
About Pantelis
Pantelis Miliotis
Associate Wealth Advisor
CFP®
About Chad
Chad Slate
Associate Wealth Advisor
AIF®
About Davis
Davis Byrd
Financial Planning Associate
About Lindsay
Lindsay Wright
Client Experience Coordinator