Broker Check

Karen Coles, Client Relationship Manager

"I enjoy working with our clients and implementing the plans that will assist them in pursuing their financial goals."


Born and raised in the foothills of the Adirondack Mountains of Central New York, I enthusiastically embrace all four seasons. Whether exploring one of our beautiful state parks or visiting one of our many historic villages, there is always something new to discover. With both of my daughters attending college in different regions of the state, I am getting used to having more time (and a great excuse) to enjoy travel and make new memories.

In addition to caring for my daughters, my dog and our four (!!) cats, I enjoy curling up with a good book or testing out pastry recipes in the kitchen. Music is always playing in our home, and my daughters and I are in constant competition to see who has the highest listening score on Spotify.


Wrangling teenagers means being adept at successful time management and multitasking. I apply these skills in my role as the Client Relationship Manager for our team. With a career rooted in retail banking during my college years, I transitioned into personal wealth management upon graduating in 1997. I hold the FINRA Series 7 and Series 63 licenses with LPL Financial, along with the New York State Life and Health Insurance license. I take pride in collaborating with our clients, supporting our advisors, and diligently implementing plans that empower our clients to work toward their financial objectives.