Karen joined our team in March of 2021. In her role as Client Services Associate, Karen serves as your initial point of contact in addition to overseeing scheduling, assisting with meeting preparation, and providing direct support to our clients and business partners. She has worked in financial services for 22 years and holds the Series 6, 63, and 65 licenses, as well as a life and health insurance license.
Karen grew up in Martinsburg, West Virginia where she still resides with her husband, Sam, two sons, Jacob and Adrian, and her dog, Sadie. She enjoys reading, scrapbooking, weekend walks at the canal and attending concerts.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.