Your Team = You Are a Priority 

Meet your concierge team, who is dedicated to making you feel welcomed, appreciated, valued, and understood with each interaction and communication. Serving you means being truly accessible. We even answer our phone live, and if you do get a voicemail, you’ll gain an interesting insight and a prompt return call.

Jeffrey R. Karp CLU®, ChFC®, CASL®

Founder & President, LPL Investment Advisor Representative

With more than 25 years in the financial industry, Jeff Karp has been an LPL Investment Advisor Representative since 2005. Raised by a CPA father, Jeff realized early in life that numbers revealed a story about where a person has been, however, paving the road to a desired financial future had to be driven by more than the numbers that appeared on paper.

As a degreed engineer, Jeff realized his chosen career path prepared him in a unique way for the world of finance with the ability to analyze complex and simple problems with ingenuity and big-picture perspective. Establishing Karp Financial Strategies in 1993, Jeff believed that being naturally good with numbers, having astute problem-solving skills combined with a personality that was relationship and vision focused would prove to be a successful and distinctive blend as a financial advisor.


Practicing what he preaches in preserving and protecting with attention to details for future enjoyment, Jeff and MaryAnn restored a century-old home in 2009, which now serves as Karp Financial Strategies home office. This appreciation also resulted in him serving on the Mooresville Historic Preservation Commission for six years. 

Jeff believes community relations and industry engagement is important to having a pulse on trends and what is happening. Past involvements include using his visionary skills as a past member of the 2030 Comprehensive Land Use Planning Commission, serving on the Sherrills Ford Terrell Fire Department Board, and two stints as president of his homeowner association boards. Jeff is a current member of the NCACPA, as well as a founding and active member of the Top of the Lake Mooresville Rotary.

Jeff graduated Lafayette College with a BS in Metallurgical Engineering. He holds licenses in Life, Health, Long Term Care and Medicare Supplement Plans and Series 7/24/63/65 Securities. Committed to gaining leading edge knowledge and resources for his clients, Jeff has earned the advanced designations of Chartered Life Underwriter (CLU), Chartered Financial Consultant(ChFC) and Chartered Advisor for Senior Living(CASL) dedicating 15-20 hours per year in continuing education. 

Married to MaryAnn for 28 years, they enjoy cooking, traveling, tennis, Lake Norman, gardening and spoiling their grandson. 

MaryAnn Karp

Client Relations Manager

MaryAnn Karp is the engine behind Karp Financial Strategies and the smiling voice who answers the phone and greets you at the door. After fourteen years as a labor and delivery nurse, and twenty years in home health care specializing in obstetrics, pediatrics and geriatrics, MaryAnn saw an opportunity to make a difference in the financial services world as someone who has been exposed to all the key transitions in life, knowing that quality of life is a desire all should be able to embrace and realize in whatever stage their life is in. 

She joined Karp Financial Strategies in 2008 with a focus on enhancing the client experience and being the administrative dynamo behind all the details involved with serving clients’ needs. As a caregiver to her father, MaryAnn also has a desire to help people through their difficult times and celebrate their joyful times.


Born and raised in Minnesota, MaryAnn earned her BS in Nursing from Augusta University in Sioux Falls, South Dakota. Upon her marriage to Jeff, she made Charlotte her home in 1991. 

A founding member of the Cascade Community Garden in Mooresville, MaryAnn enjoys volunteering at the Mooresville Soup Kitchen, and has participated in the Change a Life Mentoring Program for Mooresville middle school students for the past five years. 

She enjoys fitness and being outdoors, cooking, entertaining, reading, gardening, traveling and making memories with family.