We’re excited to introduce you to the always interesting and insightful Karen Burks. We hope you’ll enjoy our conversation with Karen below.

Hi Karen , thanks for joining us today. Let’s kick things off with your mission – what is it and what’s the story behind why it’s your mission?

I’ve always known that I wanted to work in the banking industry. From a young age, I enjoyed counting money with my father and accompanying him to the bank to make deposits. I was fascinated by the atmosphere, the professionalism of the bankers, and the welcoming way they treated me during each visit. In second grade, our school launched an initiative called Bank-at-School, where I was chosen by my peers to serve as a student teller. I often refer to that experience as my first job. I genuinely loved the responsibility of counting money and with guidance from a lead teller. That experience solidified my desire to pursue a career in banking. While attending Southeastern Louisiana University as a full-time student, I took a part-time teller position at a small community bank, First Guaranty Bank. This allowed me to gain hands on experience while continuing my education. Eventually, I transitioned into the credit union industry, taking on various roles that broadened my skill set including a position as a Collections Representative. When I expressed interest in moving into collections, my supervisor questioned the decision. I explained that while the title “Collector” implies a focus on recovering payments, I saw it as an opportunity to educate and support members as well. That mindset shaped my approach and made a meaningful impact during my time in that role. That’s when Burks Management Firm was birth and now the organization is impacting communities.

Awesome – so before we get into the rest of our questions, can you briefly introduce yourself to our readers.

I’m most proud of the lives and businesses I’ve been able to impact through education, empowerment, and access. Whether it’s helping a small business owner secure funding for the first time, guiding a young adult through the fundamentals of financial literacy, or mentoring emerging leaders, each success story fuels my passion and reinforces my purpose. One of the most rewarding aspects of my work has been creating inclusive spaces where individuals regardless of background can gain the knowledge and tools needed to succeed. Hosting free youth financial literacy summits, publishing a children’s coloring book, and writing a financial literacy song are all part of my mission to ensure that financial education is both accessible and engaging for all ages.

What I Want Potential Clients to Know

Burks Management Firm isn’t just about business it’s about building people. My approach is hands on, personalized, and surrounding real world experiences. I understand the unique challenges faced by small businesses, nonprofits, and individuals navigating the complexities of financial systems and workforce development.

Clients can expect:

Tailored coaching and strategic support

A proven track record in capital access and technical assistance

Deep knowledge of the financial industry and community development

A commitment to integrity, education, and long-term growth

How’d you build such a strong reputation within your market?

I believe my reputation has been built on a foundation of authenticity, knowledge, consistency, and a true commitment to helping others. From day one, I’ve always led with a servant heart for this work and so much compassion for the people. Whether, I was working as a Teller, in Collections, as a Branch Manager or in any other role, I treated every customer interaction as an opportunity to build trust and make a positive impact. One factor that has helped me stand out is my ability to be consistent. I show up with the same level of dedication and professionalism, no matter the size of the task or who I’m working with. Over time, that kind of reliability builds credibility and word travels fast when people know they can count on you in our community and surrounding areas. Especially, in small towns! I’ve always been open to learning and growth. I’ve gotten mentorship, read books to develop, and invested in my profession by attending conferences so I can continue offering valuable insight in my industry. I think to improve and genuinely serve others is what’s helped me build a strong and respected reputation in the market.

What’s been the best source of new clients for you?

The best source of new clients for Burks Management Firm has been a combination of word-of-mouth referrals and relationship building. When people have a positive professional experience they typically share that with others. Those professional referrals have been leading the way for growing the business. Also, community engagement and networking, whether through local events, professional organizations, or social media have played a big role. Being visible, approachable, and consistent in messaging helps attract clients who align with our values and trust our expertise.

Contact Info:

• Website: https://www.burksmgmtfirm.com
• Youtube: https://www.youtube.com/watch?v=Qa35vtWIFeM
• Other: email:burksmgmtfirm.comMaking Sense of Dollar$ and Cent$ book order form: https://form.jotform.com/240527696743062

  Making Sense of Dollar$ and Cent$ song: https://www.youtube.com/watch?v=Qa35vtWIFeM

  Linktree information: https://linktr.ee/burksmgmtfirm

Image Credits

Kary Burks Jr.
Journey Well Studios