Broker Check
Karen Coles

Karen Coles

Client Relationship Manager

How We Can Help You

Karen oversees the team’s internal operations, as well as the onboarding and training of new team members. She is also a valuable resource to our clients, ensuring a smooth implementation of the plans that will assist our clients in the pursuit of their financial goals.


What Makes Us Knowledgeable

She has been working in personal wealth management since 1997. She holds the FINRA Series 7 and 63 licenses with LPL Financial and the New York State Life and Health Insurance License.


Getting to Know Us

In her free time, Karen enjoys listening to music, baking, and all things Star Wars. She lives in Chittenango, New York with her two daughters, their yellow lab Finn, and an undisclosed number of cats.


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