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Planning that is personal

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Our Team

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Karine R. Beard, CES™

Wealth Manager

Karine brings more than 40 years of experience in the financial services industry, including leadership roles with some of the world's largest financial institutions. A CERTIFIED FINANCIAL PLANNER® professional since 1994 and a Certified Estate Specialist™ since 2011, she has been helping individuals, families, and retirees navigate important financial decisions with confidence for decades.

Since 2009, Karine has operated as an independent financial planner, serving clients throughout Colorado, Arizona, and across the United States. She holds Series 7 and 63 securities registrations and has been recognized as a Five Star Wealth Manager every year since 2013, with annual recognition published in Colorado's 5280 Magazine.

Karine believes that successful wealth management begins with understanding the person behind the finances. She views financial planning as both an art and a science: the art of listening to each client's unique life story, values, and aspirations, and the science of applying thoughtful planning strategies to evaluate opportunities, manage risk, and help clients pursue their goals with clarity and purpose.

A Colorado native, Karine grew up in Littleton and graduated from Arapahoe High School before spending several years in Arizona. In 2012, she returned to Colorado to re-establish her roots and continue serving clients throughout the region and beyond.

Karine lives in Castle Rock and treasures time with her three children and five grandchildren. She holds and Bachelor of Science degree in Music, has played the piano since age five, and enjoys serving her church and local 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 has been a valued member of the Clarus Wealth at Plum Creek team since 2019. As an Investment Advisor Representative, she is passionate about helping clients prepare for life's most important milestones, including retirement, education funding, and the unexpected challenges that can arise along the way.

Her diverse background in the financial services industry includes experience in banking, life insurance, public pensions, and corporate retirement plans. This broad perspective allows Katie to collaborate with our team to help clients navigate complex financial decisions with confidence and develop strategies tailored to their unique goals and circumstances.

Katie currently holds Series 7 and 66 licenses and is committed to providing thoughtful guidance and personalized service to every client she serves.

Outside of work, Katie enjoys volunteering through her church and local community. She is also delighted that her teenage children still choose to spend time with her -- a privilege she never takes for granted.

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419 Jerry St
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)

Securities offered by Registered Representatives though Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Clarus Wealth Advisors, LLC, a Registered Investment Advisor
Clarus Wealth Advisors LLC and Private Client Services are unaffiliated companies. 

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