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Karen Dunn, EA, MSPA, QPA

Karen has called Oregon home most of her life. She earned her Bachelor’s degree in Business at Lewis & Clark College and completed her post-graduate education in Mathematics at Portland State University.

Karen’s specialties and areas of interest include small to mid-sized defined benefit plan administration, plan design and plan termination. She loves working with her clients and co-workers to create solutions for all types of retirement plan related challenges. A former owner of IAI, Karen now enjoys knowing that the company she helped build is continuing on in great hands.

Outside of work, Karen enjoys reading, spending time with her family and traveling. In addition to living in Germany as a child and spending a semester of college in Scotland, Karen has visited much of Europe, the US and Canada as well as Japan, Costa Rica, and Rio de Janeiro.

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