Karen is responsible for handling the entire investment process, specifically meeting with clients, processing new accounts, and servicing the ongoing client relationship.
She has over 20 years in financial services, most recently with Wells Fargo Advisors. She is able to provide various insurances: life, health, disability, long-term care, and variable annuities.
Karen is happiest when spending time with her family, especially her husband. Together, they've put on hundreds of miles on their motorcycle. Her personal motto is "Live life every day - with no regrets."