Broker Check

Get In Touch

Karen Melo Ticas, CFP®, RICP®

Financial Advisor

(877) 568-7526

To schedule an appointment to meet with Karen, visit

(Click/tap on my name or photo to find a contact card. Simply download the file and save to your address book.)

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.

Jazmine Mallozzi

Donation Coordinator

Jazmine runs our donation program for non-profit organizations wanting a service package for their Silent Auction.

Click HERE to learn more about donation requirements and make a request for your fundraiser.

<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)  Email is checked Monday through Friday at 8AM, Noon and 4PM.

2)  Alternatively, or for urgent matters, call (877)568-7526 / (877) KMT-PLAN between 9AM and 6PM, Monday through Friday.

3)  To schedule time with me in person or by phone, please visit

Our team will respond to messages as soon as we can, within 24 hours at the latest, during normal business hours.

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

To Transmit a Secure File, Upload to Our Box Cloud Folder

Box is a secure and easy to use content-sharing tool for remote collaboration.

Files are only viewable by my immediate teammates and uploads only have one location that they can go to, using my personalized link.


Not quite ready to schedule an appointment but want to learn more about what we do?

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