About Us
We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.
Meet Our Team
Karen Klemens CFP®
Senior Vice President - Investment OfficerKaren C. Klemens, Senior Vice President-Investment Officer & PIM Portfolio Manager is with Wells Fargo Advisors in our Phoenix, Arizona office. Focusing on investment planning, asset allocation and retirement planning for individuals, families, and pre-retirees, Karen is dedicated to helping her clients achieve their financial goals by understanding their needs, offering sound investment advice, and providing a level of personal service that exceeds expectations. She feels that building a long-lasting relationship with her clients is very important. Through updates and portfolio reviews, she can help you stay on top of your assets and in control of your future.
Backed by the vast resources of Wells Fargo Advisors, Karen assists her clients in designing a portfolio that balances risk, growth, and income and that is customized to help meet clients' goals. Karen has been with Wells Fargo Advisors and its predecessor firms since 1990. She earned her Bachelor of Arts degree from Eisenhower College in Seneca Falls, New York, and a Master of International Management (MIM) degree from the Thunderbird School of Global Management in Glendale, Arizona.
Karen holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. She holds all other applicable securities registrations and insurance licenses required of a financial advisor. Reared in Syracuse, New York, Karen takes delight in her husband Peter and growing family, while also enjoying hiking, traveling and creating a home where all are welcome.
Areas of focus:
• Wealth management and preservation strategies
• Pre- and post-retirement planning
• Estate planning and trust services through Wells Fargo Advisors affiliates 1
• Retirement plans for individuals and small businesses
• Risk management strategies using annuities and life insurance2
Comprehensive investment planning:
Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event – it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals.
1Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors, Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
2 Insurance and annuity products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
CA Insurance License # 0F80140
Resident State AZ
CAR-0323-04715
Backed by the vast resources of Wells Fargo Advisors, Karen assists her clients in designing a portfolio that balances risk, growth, and income and that is customized to help meet clients' goals. Karen has been with Wells Fargo Advisors and its predecessor firms since 1990. She earned her Bachelor of Arts degree from Eisenhower College in Seneca Falls, New York, and a Master of International Management (MIM) degree from the Thunderbird School of Global Management in Glendale, Arizona.
Karen holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. She holds all other applicable securities registrations and insurance licenses required of a financial advisor. Reared in Syracuse, New York, Karen takes delight in her husband Peter and growing family, while also enjoying hiking, traveling and creating a home where all are welcome.
Areas of focus:
• Wealth management and preservation strategies
• Pre- and post-retirement planning
• Estate planning and trust services through Wells Fargo Advisors affiliates 1
• Retirement plans for individuals and small businesses
• Risk management strategies using annuities and life insurance2
Comprehensive investment planning:
Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event – it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals.
1Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors, Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
2 Insurance and annuity products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
CA Insurance License # 0F80140
Resident State AZ
CAR-0323-04715
Joshua D. Peterson CFP®
Senior Vice President - Investments
George Henderson CFP®, CIMA, CAIA, CWS
First Vice President - Investments
Kathi McNeil
Senior Registered Client AssociateKathi McNeil, Sr. Registered Client Associate joined the team in January 2008. She has been in the industry for thirty five years, and has held several positions including Institutional Sales Administrator and Equities Trader. Kathi is securities registered and her experience and knowledge of the industry is extensive. She is originally from Boston, MA and lives in Glendale with her husband John where they are very active in their volunteer work for the American Legion and other veteran organizations.
CA Insurance License # OH45248
Resident State: AZ
CA Insurance License # OH45248
Resident State: AZ
