Senior Client Service Associate
Getting to Know Karen
With over 28 years of experience in the financial services industry, Karen has built a strong reputation for delivering exceptional client service and cultivating lasting relationships. As a Senior Client Service Associate, she is highly skilled at understanding each client’s unique needs and is deeply committed to providing personalized service with integrity, attentiveness, and attention to detail. Whether managing complex matters or handling routine requests, Karen consistently goes above and beyond to exceed client expectations.
Outside of her professional life, Karen resides in Waldorf, Maryland, with her three sons—Anthony, Austin, and Aiden—whom she proudly and affectionately calls her “A Team.” She values spending meaningful time with family and friends, enjoys traveling and discovering new destinations, and has a passion for sci-fi movies. Karen is also a proud pet parent to her two beloved fur babies, Prince and Raven, whom she loves to spoil.
Favorite movie: Star Wars
Favorite TV show: Star Trek
Favorite band/song/album: Prince