Karen is a licensed broker and has more than 25 years of experience in the financial services industry. Highly organized and detail oriented, she is well-versed in providing support for managing investment portfolios.
As a Chartered Retirement Planning Counselor℠, Karen has the knowledge to address important issues facing clients nearing and in retirement, such as retirement income, employer-sponsored retirement plans, tax planning, retirement cash flow, asset management, estate planning and more.
Before joining Raymond James in January 2014, Karen was a financial services associate at Merrill Lynch and a vice president for a large bank in southeast Florida. She attended Palm Beach State College and Florida Atlantic University.
Throughout her career, Karen has been dedicated to serving the communities in which she lives. She is a volunteer for the Freestore Foodbank of Cincinnati, the Girl Scouts, and the Boys and Girls Club of Cincinnati.
When she lived in Florida, Karen served as a past chair of the Fine Arts For Ocala, past secretary of the Ocala Women’s Club, a sustainer member of the Junior League Of Ocala, past treasurer and board member of Grace Episcopal School, and a school advisory council member of Belleview High School.
Originally from Delray Beach, Florida, today Karen lives in Maineville with her husband, Rod. They have a grown daughter, Hillary. In her free time, Karen enjoys reading, gardening and travel.