Karen V. Fehrenbach
1820 Hall Ave
Marinette, WI 54143
“My approach is getting to know my clients’ needs and wants in order to help them create a plan that will help them pursue their goals. I maintain ongoing updates and build strong relationships.”
Karen is responsible for assisting with the entire investment process, specifically meeting with clients, processing new accounts, and servicing the ongoing client relationship. She has a wealth of knowledge and experience along with the character and integrity that is an asset to our clients and their investments.
She has almost 20 years in financial services, most recently with Wells Fargo Advisors. She graduated from numerous, intensive American Bankers Association (ABA) courses covering estate planning, trust administration, taxation, and investments.
- ABA Principals of Banking graduate
- ABA Trust Fundamentals graduate
- ABA Trust Operations graduate
- ABA Personal Trust School graduate