Karen Andres

Vice President

Karen leads CFSI’s work with the largest financial services brands in the country – including mega- and regional banks, payments networks, and big tech – to develop and deliver products, services, and experiences that generate positive financial health consumer outcomes.

She also leads CFSI’s research work on the financial health of older Americans, drawing on her career experience in the 401(k) record keeping and investment management industries.

A nine-year veteran of CFSI, Karen led the development of our Financial Health Network. She has advised a wide range of providers on their financial health strategies since the inception of our consulting practice, and she speaks regularly at industry conferences on how financial services providers can leverage innovation to deliver financial health strategies that create value for the customer and business alike.

Karen holds M.B.A. and M.P.P. degrees from the University of Michigan. She also holds a B.A. in Spanish and Art History, with a minor in Mathematics, from Indiana University. She lives in Ann Arbor, Michigan, with her husband, Matt, and two sons.