Karen Beal, Registered Representative, Financial Advisor, has been serving clients since 1994 and joined Cordell Wealth Management in 2021. She is securities and insurance licensed. Karen started her business career in the oil and gas industry and has a strong background in finance and accounting.
Her previous business experiences have led her to focus on retirement planning for small to medium size businesses, implementing SEP's, SIMPLE'S and 401k's. Karen is very passionate about assisting employees save and plan for their retirement through these company sponsored vehicles.
Karen’s practice is not limited to businesses. Karen believes in lifelong learning and takes an educational approach when working with the many individuals she serves as clients.
She is proud to be a Shocker having graduated from Wichita State University with a Bachelor of Science (BS) degree in Business Administration. She also has a Master of Science (MS) degree from Fort Hays State University.
Karen is actively involved in Shepherd’s Way and Compassionate Connections; both are local non-profit organizations that provide support for individuals and the families of those individuals with intellectual and developmental disabilities.
Karen, and her husband Brett live in Wichita and have two grown children and two grandchildren. In the summer, they spend as much time as possible at the family farm. She grew up farming and still enjoys driving tractors and helping with the fieldwork.