Karen Meck's Location
Lancaster, PA, US
Karen Meck's Work
- President and CEO @ KBM Consulting, LLC
- President @ PolicyLogix
- Case Design and Tax Consultant @ AUCTORIS - Architects of Wealth Preservation Strategies
- Advanced Case Design Consultant @ The Gold Group, LLC
- Vice President, Senior Wealth Planner @ PNC
- Advanced Case Design @ AUCTORIS - Architects of Wealth Preservation Strategies
- Account Manager @ The Madison Group, Inc.
Karen Meck's Education
- University of Denver - Sturm College of Law
Master of Taxation (Taxation)
2004 - 2006 - Millersville University of Pennsylvania
BS (Speech Communications)
1989 - 1994
Karen Meck's Skills
- Fiduciary Duty - Life Insurance
- Trust Owned Life Insurance
- 1035 Exchanges
- Estate Planning
- Business Succession Planning
- Life Insurance Review
- Irrevocable Life Insurance Trusts
- Patented Pricing & Performance Research
- Life Insurance Policy Loans
- LogixAudit
Karen Meck's Summary
Karen Meck, based in Lancaster, PA, US, is currently a President and CEO at KBM Consulting, LLC, bringing experience from previous roles at PolicyLogix, Auctoris (formerly Benefit Concepts, Inc.), The Gold Group, LLC and PNC. Karen Meck holds a 2004 - 2006 Master of Taxation in Taxation @ University of Denver - Sturm College of Law. With a robust skill set that includes Fiduciary Duty - Life Insurance, Trust Owned Life Insurance, 1035 Exchanges, Estate Planning, Business Succession Planning and more, Karen Meck contributes valuable insights to the industry. Karen Meck has 1 email and 1 mobile phone number on RocketReach.
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