Karen has worked for 15+ years in the financial planning services industry. A graduate of Jefferson University, she holds a Bachelor of Science degree in Business Marketing.
As a Client Services Associate at Wealth Advisory Services, Karen assists each client with all of their account needs, including opening their accounts, producing reports, check deposits and much more.
Karen resides in Doylestown with her husband Matthew. She values time spent with her two grown children who reside in Philadelphia. A devoted Philly sports fan, she enjoys cheering on her hometown teams. Go Birds/Go Phils! She is especially passionate about running and traveling to participate in races.