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Our Team

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Karine R. Beard, CES™

Wealth Manager

Karine has over 30 years of experience in the largest financial institutions in the world, including as a CERTIFIED FINANCIAL PLANNER™ since 1994 and a Certified Estate Specialist ™ since 2011. She has been practicing as an Independent Financial Planner for the past ten years, with a sister practice in Peoria, Arizona. Karine has been named a Five Star Wealth Manager each of the past ten years, is listed in the 2022 issue of Colorado's 5280 and Colorado Biz Magazine, and holds Series 7 and 63 securities registrations. After growing up in Littleton, Colorado (graduating from Arapahoe High School), she moved to Arizona for several years before returning to re-establish her roots in Colorado in 2012, once again falling in love with the beauty and character of her beloved state. Karine resides in Castle Rock, where she enjoys visits from her three children and five grandchildren. She holds a B.S. in music, has played the piano since the age of 5, and enjoys helping out in her church and community. 

 


The Five Star Wealth Manager award is based on 10 objective criteria. The award is not indicative of the award winner’s future performance. For more information on the Five Star Program and the research and selection methodology, click here.

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Katie Fortna

Investment Advisor Representative

kfortna@plumcreekplanning.com

Katie began her career in the financial industry at a local bank where she worked as a teller while earning her Bachelor of Science in Business Administration from the Leeds School of Business at the University of Colorado.  After over a decade of experience in the financial world including retirement education, wealth preservation planning, and 401(k) account management, Katie decided to take a break to stay home with her two young children. She returned to the workforce in 2019, enthusiastic to help clients once again.

As an Investment Advisor Representative at Clarus Wealth at Plum Creek, Katie enjoys assisting clients plan for retirement, education needs, and the “what-ifs” of life. She currently holds her Series 7 and 66 licenses.

In their spare time, Katie and her husband Dave enjoy watching and participating in their children’s activities, with Katie volunteering as a youth volleyball coach at a local recreation center, classroom parent at her children’s school, and children’s ministry teacher at their church.

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202 6th Street, Suite 301C
Castle Rock, Colorado
80104 United States

  •  Tel: 720.510.1199
  •  info@claruswealthatplumcreek.com

      

OSJ Office: Clarus Wealth Advisors
9125 W Thunderbird Road, Suite 100
Peoria, AZ 85381

                                                                         

Click here to view the Clarus Form CRS 2020 (PDF)

Investment advisory services offered through Clarus Wealth Advisors LLC a SEC Registered Investment Advisor.
Securities offered through Crown Capital Securities LP member FINRA & SIPC
Clarus Wealth Advisors LLC and Crown Capital Securities LP are unaffiliated companies.

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