Karen serves as a Client Service Associate in the firm’s Delafield, WI office, supporting advisors in managing client relationships and processing day-to-day requests.
She brings 5+ years of experience in administrative and customer service roles, most recently working as an administrative assistant for Compass Group USA. Before entering the wealth management industry, she owned and operated her own home staging and interior decorating business.
Originally from Milwaukee, Karen enjoys spending her time outside of work with family and friends.
Previous Experience
- Administrative Assistant at Compass Group USA
- Client Relations Specialist at Ellenbecker Investment Group
Education & Credentials
BA, University of Wisconsin – Milwaukee, Communications
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
