Karen delivers a quality level of operational and administrative service to our clients. Always helpful and highly knowledgeable, her ongoing priority is to build strong and trusting relationships with our clients. Her favorite part of the business is the long-lasting friendships she builds while serving our clients.

Karen also supports the business operations of our team by providing assistance to the financial advisors in reviewing accounts. She holds Series 7 and Series 66 licenses. Her duties also include account trading, overseeing staff and office workflow, handling daily cash flow and incoming funds and assisting clients with account-related questions. Before joining our team in September 2009, Karen was an executive assistant at Finelight. She earned a bachelor’s degree in marketing at Ball State University.

Originally from Rensselaer, Indiana, Karen lives in Ellettsville with her husband, Randy. In her free time, she enjoys gardening, hiking, traveling and spending time with her children and grandchildren. Karen volunteers at her church in various ministries, including the Welcome ministry, Children’s church and finance team.