Meet Karen McDonald

Senior Advisor Services Consultant
Located in: Appleton, WI


What are the essential functions of your position?

I assist financial advisors that have current plans with PAi with everything from general questions, fund updates, broker dealer/RIA firm updates to Plan Design. And if I cannot answer your question, I will get you an answer!

What do you enjoy most about your position?

I am on a great team, and we laugh a lot. I am glad we can support each other—especially during industry changes. I also love talking to advisors and their teams to assist them!

How would you describe the culture at PAi?

PAi is a family—we support each other and never let anyone fail. Our culture is based on trust.

What’s the next item on your bucket list you hope to check off?


What does your ideal retirement look like?

Being able to travel and spend time with friends. Maybe golf more often and motorcycle off to cool places in the U.S.

What are your hobbies and passions outside of work?

I love to ride motorcycle, golf, garden, read (mysteries mainly), and spend time with friends and family.

If you could have any one superpower, what would it be?

To be able to heal people.

What store could you max out a credit card at?

I would not do this! I want to be able to save and retire and enjoy life!