Karen is a graduate of Florida State University and has been in the financial services industry since 1994. She has been with our team since 2003 and holds the Series 7, Series 9 and Series 10 licenses. As a Registered Principal she supervises our sales and trading activities and also acts as the compliance liaison overseeing account maintenance and firm regulatory requirements. With her many years of experience, she also serves as our Senior Client Services Manager assisting with personnel training, team projects, and client service with a focus on building and maintaining long-term relationships.
Karen is a proud Florida native originally from Tallahassee. Her love of the beach brought her to Jacksonville Beach in 2003 where she eventually met her husband, John. They love traveling the globe and spending time with family, friends and their two fur-babies, kitties Sadie and Sashi.