• New Accounts
• Account Maintenance (beneficiary change & re-registrations)
• Money Transfers and Distributions (Requests for Required Minimum Distributions (RMDs) ACH, Wires, and Checks)

Karen has been with our firm since February 2000. Her greatest joy is assisting clients and contributing to their financial planning and well-being. She excels at helping clients and fellow team members with problem solving. She is proud of the fact that prior to joining the form she worked in customer service for 15 years in the non-profit sector. Outside of work, Karen and her husband Jim enjoy creating as much time for laughter as they can while spending time with family and friends in the area. Their cat, Snickers, keeps them entertained on a daily basis.