Karen has over 30 years of experience in the financial services industry. As Vice President, Client Service, she focuses on the day-to-day operations of the firm and assists advisors with maintaining a high level of service and support for our clients in meeting their financial goals and objectives. Karen currently holds the Series 6 and 63 securities licenses, life insurance license, and is also a notary
Karen and her family reside in Bethel Park, PA. In her spare time, she enjoys golfing and walking in nature.