Meet Karen Karl
Executive Assistant | Client Liaison
With 20 years of experience in wealth management operations and a decade of dedication to exceptional client service, Karen Karl is the friendly voice and organized hand that keeps everything running smoothly. As Senior Administrator and Client Liaison, she's often the first point of contact for clients and the person who ensures every detail is handled with care.
Your Go To Resource
Karen focuses on client onboarding, making the process of becoming a client seamless and stress-free. She handles everything from processing contributions and distributions to ensuring Required Minimum Distributions (RMDs) are met on time, obtaining insurance quotes, and preparing quarterly performance reports. Her thoroughness and attention to detail mean nothing falls through the cracks.
"I enjoy helping clients," Karen says. "Most are very friendly and appreciative, and I love being their go-to person for any questions or concerns they may have."
Karen's proactive approach sets her apart. She makes quarterly calls to clients to check in, address any needs, and keep them informed. This consistent communication helps clients feel supported and confident in their financial plans. She also keeps the team on track, following up on outstanding requests and ensuring operations run smoothly day to day.
Areas of Experience
Client onboarding and service
RMD management
Client relationship management
Operational efficiency
Quarterly client reviews