Karen has over 20 years of experience in the financial industry working with Matt. She is a graduate of Bowling Green State University with a Bachelor’s of Science in Business. Currently she holds her Series 7, 63, and insurance license.

As the Director of Operations, Karen developed a keen sense of compassion along with a rigorous dedication to organization and attention to detail. She exhibits a flair for going above and beyond and being proactive when it comes to working with our clients.

Growing up in Perrysburg has given Karen the opportunity to stay connected with her community. She is a past board member of The Convention and Visitors Bureau, the past President of Perrysburg Downtown Business Association, and volunteers with several charitable organizations. Currently she is active with the Perrysburg Chamber of Commerce and St. Rose Church.

When Karen is not at the office, you can find her enjoying time in the sun, reading, walking and spending time with her friends and family.