Experience

Karen grew up in Washingtons Crossing, Pennsylvania as the youngest of three girls.  In 1999, she graduated from Colorado State University with a degree in Restaurant Resort Management.  Following college, she found herself in Ann Arbor, Michigan where she began working in the back office of a small independent broker dealer, where her interest in finance began.  She worked as a registered client service associate until 2005 when she took time away to raise her growing family. 

In 2018, Karen returned to the industry and began working for UBS.  A few years later, she joined John and Esha on the Meadowbrook Wealth Management Team as the operational leader of the team – whether that’s opening accounts and onboarding clients, processing client requests to make contributions or distributions to accounts, or coordinating calendars for financial reviews.  She is the first voice clients hear when they call in and prides herself on providing excellent customer service.

Karen lives in Pittsboro with her three kids, Mallory (2005), Jack (2007), and Claire (2014) and spends her free time at the soccer field, enjoying activities with her kids, working outdoors, and caring for an assortment of animals on her mini farm.