Broker Check

Get In Touch

Karen Melo Ticas, CFP®, RICP®

Financial Planner

(877) 568-7526

To schedule an appointment to meet with Karen, visit 

Download my contact card HERE.

Stacie Nunes

Client Care Admin. Associate

(877) 568-7526

Stacie ensures that our clients receive prompt attention. Whether you’re just getting started with us, completing a
product/service application, updating information or scheduling an appointment, Stacie is here to assist.

Download her contact card HERE.

<b>Client Care Commitment</b>

Client Care Commitment

Our team and our clients are top priority. 

So that we can provide excellent service, please note the best ways to reach us for the quickest response:

1)  The best way to reach us is by email at

2)  Alternatively, or for urgent matters, call (877)568-7526 / (877) KMT-PLAN between 9AM and 5PM, Monday through Friday.

3)  To schedule time with Karen, please visit

Our team will respond to messages as soon as we can; by the end of the next business day at the latest.

As I encourage all my clients to do, I respect personal time with my family on nights and weekends, apart from designated weeknights. I’ll make every effort to accommodate special requests when possible.

Make an Appointment


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