Karen Patel

About

Karen is a financial consultant/advisor with North Star Resource Group, an independent financial services firm. She has advocated for professionals in construction, manufacturing, professional services, and technology for several decades, and her Midwest roots in a family-owned business are the foundation of her “it’s not how much you make, but how much you keep” mindset.

Being a “women business owner specialist,” she focuses on relationship-based, comprehensive financial planning for women business owners aged 45 and older.  We have similar needs of risk management, investment management, tax efficient strategies and employee benefits but very unique needs for long-term care and estate planning. Though she focuses on this specific audience, she welcomes anyone committed and disciplined to learn more about their finances and who wishes to pursue their goals.

Outside her practice, Karen enjoys numerous community organizations, hobbies and recreations like gardening, golfing, rooting for her favorite NFL Teams, crafts, softball and traveling internationally. She has been married for over 30 years and has three marvelous daughters who keep her family laughing together and active.