Karen Elise, formerly a Principal of On Course Financial Group, LLC founded Portland Integritas Advisors in 2012. Since 2003, Karen Elise has been planning and managing the financial affairs of individuals and families to help them achieve their goals.
Karen Elise has been a part of the financial services industry since 1984. Work experience before becoming a fee-only advisor in 2003 included practicing as a public accountant for both an international accounting firm (Coopers & Lybrand LLP) and a large regional CPA firm in Portland, Maine. Karen Elise's financial services industry experience also includes eleven years in the property/casualty insurance business working for a number of Fortune 500 companies in New York and Maine.
Karen Elise holds a Certificate in Financial Planning from Merrimack College and is a Summa Cum Laude graduate of the University of Southern Maine with a Bachelors of Science Degree in Accounting. Karen Elise earned the right to call herself a CFP® practitioner from the CFP Board of Standards in 2003. She is a member of the National Association of Personal Financial Advisors (NAPFA), and the American Institute of Certified Public Accountants (AICPA).
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