Karen Coles

Client Relationship Manager

Karen has been working in the financial industry since 1993. She began her career in retail banking before transitioning to investment services in 1997, where she has worked in both operational and client services roles. Within OneGroup Retirement Advisors, Karen assists our advisors in working with our personal wealth clients and handles the team's operational functions. In addition, Karen is the team's Marketing and Social Media director. She holds FINRA Series 7 and 63 licenses with LPL Financial and the New York State Life and Health Insurance License.

Karen loves exploring new places to hike and camp with her teenage daughters and their yellow lab, Finn. When they need some downtime at home, her house is usually full of teenagers raiding the pantry, laughing, and lounging by the pool. Like many Central New Yorkers, Karen also enjoys spending free time visiting our many local breweries, listening to live music, and petting all the dogs.