Fall Financial Planning
October is Financial Planning Month! Questions about charitable giving are asked quite often, especially around this time of year, and can easily be addressed in a personal financial plan.
Karen McIntyre, AIF®
Fiduciary Investment Advisor
Karen McIntyre is a Fiduciary Investment Advisor at Unified Trust Company. She joined Unified Trust in 2012 and has more than 14 years of experience working with high-net-worth clients as well as the emerging affluent in matters of financial management and retirement planning. She is responsible for developing and implementing an ongoing service model for all existing client relationships as well as identifying and cultivating and new relationships with clients, corporations and centers of influence.
Mrs. McIntyre studied finance and economics at Bowling Green State University in Ohio and received a Bachelor of Science in Business Administration from Indiana Wesleyan University. She holds the Accredited Investment Fiduciary (AIF®) designation and is currently working on the Certified Financial Planner (CFP®) designation.
In addition to helping clients plan for and achieve their financial goals, Mrs. McIntyre offers her time as a volunteer for several local charities, is a board member for the Kentucky Craft History & Education Association and is also an active member of the Central Kentucky Planned Giving Council.
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