Karen is a native of Norwood, Massachusetts, in the truest sense – not only was she born and raised there, she worked there for almost two decades, and still lives there with her husband and their two daughters. When she was in high school, Karen was a MVP and an All-Star for volleyball. She worked her way through college as she earned her AS in business secretarial.
Karen started her career at Mitre Corporation doing confidential government work – she had a security clearance for two years. Then, she worked in the tax and audit department at Damon for ten years. For the next fifteen years, Karen was the assistant to the CFO at Horizon House publishing company.
Karen joined Heritage in 2003. Today, as Director of Client Service & Operations, Karen oversees the teams responsible for all client paperwork and on-boarding, transfers, money movement, account maintenance, and our custodian relationship. This centralized department is critical in supporting the Wealth Management Teams and our valued clients. Karen holds the Financial Paraplanner Qualified Professional (FPQPTM) designation.
When she is not juggling a thousand different tasks at work, Karen likes to spend time with her husband, two daughters and their Corgi dog, Daisy.