Karen is the internal customer support for all the firms Retirement Plan Clients and also specializes in estate, insurance and annuity service. Karen brings a proven attention to detail, standard of excellence, and collaborative enthusiasm to the firm. Karen also specializes in estate, insurance, and annuity service.
Karen is a resident of West Warwick, RI with her husband, David, and enjoys skiing and boating in her spare time.
- Sawyer School of Business
- Volunteer, Make A Difference Foundation