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.
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Why Work with a CFP?
In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve.
How does working with a CFP® certified advisor benefit you? – Certified Financial Planner™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.
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.