Karen blends over 30 years of entrepreneurial experience with a holistic vision of business and leadership. Having built and guided companies across multiple industries — from retail and real estate to hospitality and consulting — she understands the inner workings of growth, challenge, and reinvention. Her strength lies in connecting financial precision with human intuition. Karen partners with business owners to restore alignment between their strategy, structure, and energy — helping them achieve clarity, profitability, and peace of mind in every stage of their evolution.

At the helm of her team of seasoned professionals, Karen leverages the latest tools and knowledge to deliver precise and dependable financial services. Our commitment to unwavering ethics and integrity is reflected in every interaction with the diverse range of customers we are proud to serve.

Karina Abadia is the Business Strategist & Development Lead at Holistic Business Solutions, where she helps entrepreneurs bring clarity, structure, and balance to their businesses. She bridges financial strategy with holistic thinking — optimizing systems, strengthening relationships, and guiding owners toward sustainable growth and peace of mind.

Karina also plays a key role in client onboarding, ensuring a seamless and personalized transition into our services. She assists in setting up the designated team for each client, aligning expertise and workflows to deliver an efficient, high-touch experience that reflects the firm’s boutique and holistic approach.

Jorge helps professionals and businesses unlock measurable ROI from artificial intelligence. At Holistic Business Solutions, he develops customized AI workflows, prompt libraries, and team training programs that turn tools like ChatGPT and Copilot into practical, profitable, and human — centered solutions.With a strong foundation in innovation, analytics, management consulting, and finance, Jorge bridges the gap between technology and business strategy — translating AI potential into tangible operational results. His approach combines data-driven insight with real-world execution, empowering clients to work smarter, faster, and more creatively.

Janis is the Head Bookkeeper, overseeing our accounting team with precision and care. With years of experience and a sharp eye for detail, she ensures every record is accurate and organized, giving clients confidence and clarity in their finances.
Her proactive approach keeps operations running smoothly and supports informed financial decisions.

Bryce Davis  leads Tax and Entity Specialist. where he helps clients bring clarity and confidence to their financial structure. With a calm, solutions-oriented approach, Bryce integrates practical tax expertise with the firm’s holistic philosophy — aligning numbers, strategy, and purpose. He supports both individuals and businesses, from emerging entrepreneurs to international enterprises, with services that include domestic and international tax preparation, proactive tax planning, and foreign income reporting.