We are excited to welcome Karie M. OConnor, CIMA®, AIFA®, CPFA™, QKA® to the RMR Wealth team!
Karie joins RMR Wealth as a Retirement Plan Advisor and Wealth Advisor, bringing deep experience and a strong track record of guiding organizations and individuals through the complexities of retirement planning. With a background in ERISA compliance, fiduciary risk management, plan design, and employee education, Karie is a trusted resource to retirement plan committees, business owners, HR leaders, and individual investors alike.
A multi-year honoree as a Top Woman Retirement Plan Advisor by the National Association of Plan Advisors (NAPA), Karie is known for her thoughtful, client-centered approach and ability to simplify even the most technical retirement plan challenges. Her commitment to doing what's right for her clients is matched only by her passion for helping them gain clarity and confidence in their financial futures.
Karie is actively involved in the financial services community, serving as Co-Chair of the Financial Special Interest Group for the Professional Women’s Club of Chicago, a delegate to the American Retirement Association's DC Fly-In Forum, and a mentor through NAPA’s THRIVE Women’s Program. She also supports rideshare safety through her advocacy with theWhatsMyName Foundation.
Outside of work, Karie enjoys swimming, boating, golfing, traveling, and spending time outdoors with her family and faith community in Geneva, Illinois.
“Karie brings a unique blend of technical knowledge and personal care to every client relationship,” said Tyler F. Whitehouse, Managing Director of Personal Wealth. “We are thrilled to have her join our team and continue elevating the retirement and wealth planning experience we offer.”
Please join us in giving Karie a warm welcome to RMR Wealth!
You can contact Karie at koconnor@rmrwealth.com or phone 201.836.2460 x7270.
To learn more about Karie, see her bio www.rmrwealth.com/team/karie-oconnor-cima-aifa-aif-cpfa-qka-nqpa
