Karen O'Donoghue, CFP^®

Many people don’t know that I started my career in technology and then spent several years in the wellness field. In 2010, my brother, Jim, asked me to assist with marketing and operations in his financial advisory practice. Eventually, I transitioned into a client service role. What started out as a part time engagement while I was raising my young children became a full-time endeavor as I engaged with clients in an advisory capacity. It’s hard to believe that I have now been doing this work for over a decade. 

Jim knew this work would be a great fit for me. I couldn’t agree more. What I’ve discovered about being a financial advisor is that it checks the boxes for many of the things I consider vocationally fulfilling. I love working one-on-one with people, identifying their pain points, figuring out how I'm going to help them, and teaching them to help themselves, too. 

One of the aspects I enjoy most about my work is planning for and helping clients through major life events. My experience in the tech world has proven to be an asset in this regard. There’s a systematic way of thinking and problem-solving that translates well to the exercise of planning out a person’s financial life.

I was particularly excited about our partnership in 2021 with Beck Bode because it afforded our clients the ability to continue their relationship with me and the Portsmouth Team, while benefiting from an extended client service team and a philosophy of active portfolio management that aligned closely with ours. 

I appreciate Beck Bode’s commitment to its clients and to its employees. The vision and passion for our work is energizing.

I live in Greenland, New Hampshire with my husband Todd, our three daughters, and our two dogs.