Karen focuses on financial planning, investments, retirement and tax planning as well as trust and estate planning in the New England region.
Karen is a Certified Wealth Strategist® (CWS®).
Prior to joining Clarfeld, she was a private banker at Wells Fargo.
Karen resides in Needham, MA, and enjoys golfing, traveling, and spending time outdoors. Additionally, she is actively involved with the Girl Scouts of Massachusetts and the Women's Lunch Place in Boston.