Client Service Manager
Karen has worked for three years in the financial planning services industry. A graduate of Philadelphia 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.
Prior to her employment at Wealth Advisory Services, Karen worked as a National Account Representative for Slack Incorporated, a Medical Publisher, where she was responsible for advertising sales in the pharmaceutical industry. In recent years, she has returned to work after taking a break from focusing her efforts as a stay-at-home mom.
Karen resides in Doylestown with her husband Matthew and their two children, where she enjoys running, participating in triathlons, and cheering on her children in their sports.