Our Team

Karen Durner

Director Client Services

As Vantage Wealth’s Director of Client Services, Karen manages office administration, oversees service inquiries, and leads the onboarding process for new clients. She earned her BS in Geology from Radford University in Virginia and began her career as a Hydrogeologist in South Florida. Karen later transitioned into finance, working as a licensed agent with Prudential for five years before starting a family. She and her family spent a few years in the Turks and Caicos before settling in Seattle, where she served as a Client Services Manager for Senior Financial Advisors, Inc. for 14 years.

Now recent empty nesters, Karen and her husband have embraced the year-round sunshine of Southern California, leaving the Pacific Northwest behind.

Vantage View

Key Financial Planning Considerations for the New Year

A new year provides a wonderful opportunity to take control of your financial future. Clarifying and prioritizing your financial goals in the days and weeks

2025 Outlook

Led by technology megacaps for a second consecutive year, the stock market enjoyed solid returns in 2024, with the Dow Jones Industrial Average, S&P 500

The Fed Recalibrates

Since we first issued our Outlook 2024 in January and in subsequent April and July newsletters, we have been confident in our prediction for the inevitable comeback of an equally weighted investment strategy. For almost two years now, market returns have been disproportionately led by a small group of mega-cap technology stocks, the so-called “Magnificent Seven.” The fever may have finally broken as the average stock delivered a stellar third quarter return relative to the overall market.