Karen is primarily responsible for client service matters and helps facilitate the new client onboarding and orientation process. Often functioning as a client’s initial contact, Karen also coordinates meeting times and assists in the implementation of the firm’s communication strategy.

Prior to joining Amwell Ridge, Karen had similar responsibilities as the office manager of another independent financial planning firm.

Education:

• Graduated from Rutgers University 2001, BA Biology

Personal:

• Karen lives in Flemington, New Jersey, with her husband, Jason, and their two children: Tyler and Connor.
• Karen enjoys spending time with family and friends, reading, skiing and being at the beach.