Client Services and Operations Manager
Karen lives in Bucks County with her family and joined our team as a ParaPlanner in February of 2015. Karen ensures that our team provides exceptional client service by continuous improvement and automation of our workflow and management of our processes. This includes assisting in the gathering of personal financial and investment account data for our new and existing clients for their financial plans, following all the way through to the onboarding and implementation of assets for our investment advisory clients. Throughout this process, she will coordinate the review and analysis by the financial planning team and communication with the clients to provide a smooth and worry-free experience.
Karen also assists Mr. Garry with the maintenance of regulatory compliance and recordkeeping for the firm. Karen has a broad range of over 25 plus years of experience in the financial service industry in the areas of client service, operations, and marketing at other local registered investment advisory firms she was previously employed. Karen very much enjoys interacting with clients and helping to coordinate our team to provide the best possible experience for our clients.