Karen Didde, CFP®
Karen is the Vice President of Compliance and Risk Managment at Harbor. She prepares financial plans and advises clients on various wealth management topics. Like everyone at Harbor, Karen has several key roles. As a member of the Investment Committee, she is involved in investment analysis, securities trading and portfolio management. Her compliance responsibilities include registering company information with the SEC and helping Harbor stay on top of the latest issues impacting the advisory world. Karen also works with clients in evaluating their insurance coverage, including life, disability and long-term care insurance.
Karen joined Harbor in 2003. She began her career as a portfolio accountant at a prominent mutual fund company in Kansas City. After moving to Colorado, she worked with an institutional investment advisor as its Chief Financial Officer.
She earned a Bachelor of Science degree in Finance with an emphasis in accounting from Kansas State University. She holds the CERTIFIED FINANCIAL PLANNER™ certification and is a licensed insurance producer in the state of Colorado.
Karen enjoys gardening, cooking and traveling. She and her husband, Larry, have long participated in a Supper Club, exploring new foods and wines with good friends.