KAREN TATMAN
Founder; CEO
KMT Wealth Management
Karen Tatman is the founder and CEO of KMT Wealth Management, an SEC registered investment advisory firm that adds value to their client’s financial lives through empathy, expertise and an evidenced-based framework. In 2023, Tatman took a leap and left her corporate role to start up her company to create more space to do what she loves
– serving clients as their personal, trusted advisor and sharing her expertise to make a difference in their lives.
Tatman has carved out a niche client base by offering holistic wealth services for clients with $10 million and more in investable assets. Under her leadership, KMT wealth management excelled in 2024. Clients committed new assets under management totaling over $175,000,000 in the past 12 months.
