Turning Drive into Direction
We all want to know that our efforts are propelling us toward a rewarding future, whether by creating a legacy through a family business or by maximizing retirement benefits to move forward securely. If you want to ensure your efforts are really getting you somewhere, you have to have vision and focus, particularly when it comes to your financial planning. The problem is, you might not know what resources you have or how to make them work for you. This can leave you feeling like you’re falling behind, no matter how hard you work.
As someone who entered a new career in the middle of her life, our founder, Karin, knows what it’s like to have perseverance and determination to be successful. If you’re willing to put in the work to get ahead, you deserve to achieve your goals. You need an advisor to guide you in the right direction. That’s why Karin spent years training and educating herself on the intricacies of financial planning for businesses, professionals and families. She can help others with the same determination to move forward and to reach their goals.
Karin Feldstein
Karin Feldstein, CFP®, ChFC®, CLTC®, is the founder and principal of Persevere Wealth Strategies, a financial planning practice that provides comprehensive strategies to business owners, executives, families, and individuals. Karin’s approach is grounded in deep listening—she takes the time to understand her clients’ unique goals, concerns, and risk tolerance to create personalized financial plans that truly meet their needs.
A Financial Advisor with Eagle Strategies, LLC, and an Agent with New York Life Insurance Company, Karin has built a successful career in financial services after starting out as a buyer for Bloomingdale’s. A proud graduate of Syracuse University, she is also a dedicated mother of three.
Since 2014, Karin has earned recognition by qualifying for New York Life’s Executive, President’s, and Chairman’s Councils (most recently in 2025), a testament to her hard work and commitment to her clients' financial success.
Karin holds the CFP®, ChFC®, and CLTC® certifications, further showcasing her dedication to professional development and expertise in comprehensive financial planning.
She enjoys speaking with groups about important topics like retirement and estate planning, tax-advantage strategies, charitable giving, and long-term care, always aiming to empower others with knowledge about their financial future.
Outside of work, Karin loves staying active by playing golf and tennis, enjoying the outdoors, and spending quality time with her children. Her passion for travel also allows her to explore new places and create lasting memories with family and friends.
Council is an annual New York Life recognition program based on agent production from July 1- June 30.
Isis Stevens
Isis Stevens is a Registered Service Assistant at Persevere Wealth Strategies, bringing over 25 years of experience in service-oriented roles. Known for her attention to detail, Isis plays a vital role in supporting both clients and advisors by utilizing her knowledge of the industry ensuring a smooth and seamless experience.
Prior to her career in finance, Isis was a Telecommunications manager with XO Communications (now Verizon), where her educational background, paired with her dedication to succeed, led her to oversee the East Coast region activations for the company.
Throughout her career, Isis has been recognized for her strong work ethic, problem-solving ability, and calm professionalism. She is a valued member of the Persevere Wealth Strategies team and is committed to helping clients achieve their financial goals with confidence and clarity.
Barbara Moormann
Barbara Moormann is the Office Manager at Persevere Wealth Strategies, bringing over 20 years of professional experience, including a strong background in human resources. Prior to joining Persevere, Barbara spent 10 years as an HR Manager, where she specialized in employee relations, organizational support, and operational efficiency.
At Persevere Wealth Strategies, Barbara ensures the office runs smoothly and efficiently, supporting both the team and clients with professionalism and care. Her HR expertise adds depth to her role, allowing her to bring a thoughtful, people-first approach to internal processes and team coordination.
Barbara is known for her organizational skills, discretion, and ability to create a positive, productive environment. She is a key member of the team and plays an important role in maintaining the firm’s high standards of service and integrity.