How She Can Help You
Karen is a wealth of knowledge about many of LPL Financial’s processes and procedures, having worked at Cornerstone Wealth Management since 2005 in various roles. Today, she focuses on managing Cornerstone’s payroll operations and accounts payable.
What Makes Her Knowledgeable
Karen joined Cornerstone Wealth Management when it first started as a registered assistant to one of the two managing partners. She has held many roles within the organization, including Chief Operations Officer, so she has a great understanding of many aspects of the firm.
Karen began her career in the insurance industry at Prudential Insurance for 18 years. She transitioned into the financial services industry, working eight years as a registered assistant to an independent advisor with Walnut Street Securities before joining Cornerstone.
She holds the FINRA Series 6, 7 and 63 registrations through LPL Financial and the Series 66 registration through both LPL Financial and Cornerstone Wealth Management.
Getting to Know Her
Karen and her husband, Jeff, have been married since 1986. They have two sons, Adam and Brett, and one grandson. When not working, Karen loves being outdoors in warm weather, and enjoys traveling and spending time with family and friends.