Karen A. Chapell

Karen A. Chapell's Portrait .(JavaScript must be enabled to view this email address)

Karen Chapell is Managing Partner at Retirement Income Solutions. Karen is one of eight advisors that provides financial planning and retirement analysis for over 1,200 clients representing $1.7 billion under management.

She joined the firm in 2007 after 13 years at Beacon Investment Company. In 2012, she became a Retirement Income Solutions managing partner.

“Our clients’ financial and emotional well-being are the most important components of what we do. Markets fluctuate. Life happens. My number-one priority is helping our clients sleep well at night despite the uncertainty.”

Karen earned a BA in psychology at the University of Michigan. At Beacon Investment Company, she managed client relationships for an independent investment advisory firm with more than $450 million in assets and provided discretionary investment management for individual, corporate, endowment, foundation, and institutional portfolios. In addition, she managed the team responsible for the firm’s performance measurement and reporting functions.

Karen is a past board member of The Family Learning Institute and the Cancer Support Community. She currently chairs the Staff Parish Relations Committee at Dexter United Methodist Church and is a campaign cabinet member for the United Way.

Community Involvement
Campaign Cabinet Member, United Way (2018)
Past Board Member, The Family Learning Institute (2012–2015)
Past Board Member, Cancer Support Community (2013–2016)

Education
BA, Psychology, University of Michigan

Experience
Senior Vice President and Portfolio Manager, Retirement Income Solutions, Inc. (2007–2012)
Portfolio Manager, Beacon Investment Company (1993–2006)
Portfolio Associate, Paine Webber (1992–1993)
Sales Associate, Smith Barney (1988–1991)

Managing your

University TIAA
and Fidelity Accounts

Managing your

IRA, Roth IRA, 401k,
Trust and Taxable Accounts