Karen Jones joins Summit Wealth Management Group as a Client Services Associate with over seven years of experience in the Financial Services industry. Having earned the designation of Chartered Retirement Planning Counselor® through the College of Financial Planning, Karen brings with her specialized training in the complexities of Retirement Planning. Additionally, Karen holds a FINRA Series 7 Securities Registration through LPL Financial, a Series 66 through Summit Wealth Management and LPL Financial, and a California Life & Health Insurance License (#0K22877).

Her analytical approach and attention to detail allow her to assist in providing exceptional service to our clients. She looks forward to fostering close working relationships and being a valuable resource to them.

Karen is a native of Ventura County and resides in Ventura with her three sons, Hunter, Jakob, and Westin. She enjoys spending time with her family, cooking, traveling, and exploring outdoors. Often you can find them with their dog Rufus by the beach, on a hike, or enjoying a local Farmers Market.