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 enjoying the outdoors in all four seasons in New York State. She lives in Little Falls, New York with her partner Scot, their blended family of four daughters (two daughters each), their yellow lab Finn, and an undisclosed number of cats.