• Karen Perlich, RP

    Client Services Manager

    Registered ParaplannerSM

Karen is the office and operations manager. She joined the office in 1999. It is her responsibility to assist Dennis with client issues, make sure compliance issues are addressed and that the office runs efficiently. She holds the following licenses: Series 7 - General Securities Representative, Series 66 - Uniform Securities Agent State Law, and Life and Health Agent specializing in long-term care. Karen also has received her Registered Paraplanner (SM) certificate from the American College for Financial Planning.

Karen is a member of the St. Mary Advisory Council and volunteers for many different local events. Karen was born and raised in the Stayton area and graduated from Stayton High School. She lives in Stayton with her husband of 36 years Ralph. They have four daughters, Cadie and her husband Chad Fery, Stephanie, Meagan and her husband Josh Woodward, and Emily. She also has three grandsons; Tyler, Zachary and Andrew and two granddaughters; Reagan and Hannah. In her spare time she enjoys spending time with her grandchildren, volunteering, vacationing and watching a good game of softball.