Client Relations Manager
Karen is a Client Relations Manager at SageView Advisory Group. Her responsibilities include opening new accounts, money transfers and distributions and account maintenance. Prior to joining SageView, Karen was the Client Relations Manager at Bloomfield Investment Group, an independently owned wealth management firm, providing investment guidance and excellent client service to individuals, executives and business owners to pursue the preservation of their purchasing power throughout their lifetime.
Karen has 22 years of experience in the financial planning industry. Her greatest joy is assisting clients and contributing to their financial planning and well-being. She excels at helping clients and fellow team members with problem solving. She is proud of the fact that prior to joining the form she worked in customer service for 15 years in the non-profit sector.
Outside of work, Karen and her husband Jim enjoy creating as much time for laughter as they can while spending time with family and friends in the area. Their cat, Snickers, keeps them entertained daily.