CLIENT AND ADVISOR SERVICES
A consummate professional with an eye for detail, Karen is the Client and Advisor Services for BlueRock Wealth Management Inc. Her presence in the financial industry since 1984 has led Karen to experience success in all facets of her career. Perhaps her most significant achievement within the financial industry is the undeniable dedication she possesses for client safety and satisfaction. Karen’s concerns for the well-being of the client have brought about a commitment to her own education, which has allowed her to complete a Mutual Funds License course. This has proven to be extremely beneficial as she navigates through the financial industry in search of the quality customer care her clients expect and receive.
Karen enjoys boating, skiing and spending quality time with her spouse, 3 children and her Springer Spaniel Wilson.