Karen Green
Based in Houston, Karen organizes tax documentation, supports planning, and prepares federal and multistate returns as part of the firm's coordinated tax service.
Ways to Connect
As a Tax Associate, Karen Green provides dedicated support to the tax preparation team and works closely with the wealth advisors to provide tax-centric documents and planning support to Mission Wealth client families. Her flexibility, excellent verbal and written communication skills, and attention to detail help Karen excel in preparing federal and multi-state individual and trust income tax returns.
I’ve always been passionate about helping others, and I believe helping clients with their taxes is no different. Navigating taxes can be challenging, but I’ve always found it rewarding to see that my understanding of tax law and regulations was helping to benefit others.
Professional Background
Karen Green first gained experience as an intern at a large CPA firm. She went on to work there full time, where she focused her abilities on tax preparation for oil and gas companies. She graduated from the University of Houston with a Bachelor of Business Administration in Accounting. She is now preparing to sit for the CPA exam to further her accounting career.
Personal Pursuits
As a huge foodie, Karen loves to go out and try new restaurants in Houston. She also enjoys doing various crafts and activities with her friends, such as pottery painting or pilates, and usually ends her day curled up with a good book.
Community Impact
Karen is passionate about volunteering regularly to support her local communities. She has volunteered at the Houston Food Bank to help families facing food insecurity. She has also helped to clean up the Houston Zoo and the Houston Arboretum and Nature Center.
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Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor