Karie OConnor, CIMA®, AIFA®, AIF®, CPFA®, QKA®, NQPA®

Karie M. OConnor is a Retirement Plan Advisor and Wealth Advisor at RMR Wealth Builders, Inc., where she brings decades of experience and a deep commitment to helping organizations and individuals navigate the complexities of retirement planning and investment strategy. With a strong foundation in fiduciary governance, ERISA compliance, and plan design, Karie provides thoughtful guidance to retirement plan committees, business owners, HR professionals, and individual investors alike.

Known for her ability to translate complex regulatory frameworks into clear, actionable advice, Karie takes pride in creating strategies that support long-term financial goals while meeting fiduciary obligations. Her approach blends technical expertise with a client-first mindset—built on integrity, transparency, and purpose.

Karie’s contributions to the retirement planning industry have been nationally recognized. She has been named a Top Woman Retirement Plan Advisor by the National Association of Plan Advisors (NAPA) for multiple years (2015–2020, 2023–2025), honoring her dedication and leadership in the field.

Her professional credentials reflect a lifelong commitment to learning and excellence. She holds a Bachelor of Science in Business Administration with a concentration in Finance and has earned several industry-leading designations, including:

• Certified Investment Management Analyst® (CIMA®) – University of Chicago Booth School of Business
• Accredited Investment Fiduciary Analyst® (AIFA®) – Center for Fiduciary Studies, University of Pittsburgh
• Certified Plan Fiduciary Advisor® (CPFA™) – National Association of Plan Advisors
• Qualified 401(k) Administrator® (QKA®) – ASPPA

Karie is an active participant in several industry organizations, including NAPA, where she contributes as a mentor through the THRIVE Women’s Mentoring Program and serves as a delegate at the DC Fly-In Forum, advocating for retirement policy. She is also Co-Chair (2024–2025) of the Financial Special Interest Group within the Professional Women’s Club of Chicago and a volunteer with the Investments & Wealth Institute.

Outside of her professional work, Karie supports the #WhatsMyName Foundation, a nonprofit focused on rideshare safety awareness and education. Her advocacy reflects her broader commitment to community well-being and personal safety.

Karie resides in Geneva, Illinois, where she finds joy in her faith, family, and the outdoors. Whether she’s swimming, boating, golfing, or traveling with loved ones, she brings the same care and intentionality to her personal life as she does to her professional relationships.

Approachable, experienced, and mission-driven, Karie sees her role as both an advisor and educator—empowering clients with the clarity and confidence they need to make smart, values-aligned financial decisions.