CASEY BOSSE
Financial Experience Runs in the Family
CASEY BOSSE
Left to right: Financial advisors Crystal Barker and Karen Steppler-Krieg.
Karen Steppler-Krieg and Crystal Barker, mother-daughter financial advisors, are proud to share office space at Edward Jones in Edgewater, where their unique dynamic as financial advisors fosters collaboration and idea-sharing while maintaining their independent practices. Having both earned their CERTIFIED FINANCIAL PLANNER®, or CFP®, certification, each brings a wealth of knowledge, distinct perspectives and a shared passion for helping clients achieve their financial goals.
Karen, with her extensive experience and steadfast commitment to client service, has built a reputation for guiding individuals and families through life’s most important financial decisions. Her thoughtful approach and deep understanding of the financial landscape allow her to develop strategies tailored to her clients’ long-term objectives.
Crystal, equally accomplished in her own right, takes a modern approach to financial advising, combining proven strategies with fresh insights into emerging financial trends. With a sharp focus on personalized planning, she helps clients navigate complex financial decisions with confidence.
Although Karen and Crystal each run their own independent practices, their proximity has cultivated a collaborative environment where they can share ideas, compare strategies and provide additional perspectives for the benefit of their clients.
The Best of Both Worlds
CASEY BOSSE
Left to right: Branch Office Administrator Olufunmike Ayotunde, Financial Advisor Crystal Barker, Branch Office Administrator Andrew Jones and Financial Advisor Karen Steppler-Krieg
“We’re not a team in the traditional sense,” Karen explains. “But sharing office space allows us to discuss trends, exchange insights and enhance the services we each provide.”
Crystal agrees, adding, “We lean on each other as sounding boards while staying focused on our individual practices. It’s the best of both worlds — our clients benefit from our combined knowledge without losing the one-on-one attention they value.”
Whether you’re looking for seasoned advice or innovative solutions, Karen and Crystal bring complementary strengths to the table, ensuring that clients always have access to the most current ideas and strategies in the financial industry.
Reach out to Karen or Crystal today to schedule a consultation and take the next step toward achieving your financial goals.
Grand Opening Celebration
April 18, 2025 | 9:00 - 11:00 am
157 Mitchells Chance Rd., Edgewater, MD 21037
Come meet us at our grand opening celebration on April 18, 2025 from 9:00 - 11:00 am. We will have a ribbon-cutting ceremony and light refreshments will be served.
Karen B Steppler-Krieg, CFP® | Financial Advisor | 157 Mitchells Chance Rd., Edgewater, MD 21037 | 410-544-1191 | karen.steppler-krieg@edwardjones.com
Crystal S Barker, CFP®, CPWA®, CRPC™ | Financial Advisor | 157 Mitchells Chance Rd., Edgewater, MD 21037 | 410-257-1308 | crystal.barker@edwardjones.com
Member SIPC | MKT-16072-A EXP 31 DEC 2024 © 2025 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED. AECSPAD 24489001
