Office: Karen is Director of Client Services for LeRoy Wealth Management Group.
With over 20 years of experience in the financial services industry, Karen plays an integral role in LeRoy Wealth Management Group’s client servicing and administrative operations. Karen’s responsibilities include answering client inquiries, coordinating client meetings, implementing account changes, and processing investment and insurance paperwork.
Prior to joining LeRoy Wealth Management Group in 2002, Karen worked as a Sales Assistant with A.G. Edwards after earning her BA from Fairleigh Dickenson University. Karen and her husband, Bill, live in Denville with their son, Jake. In her free time, she enjoys yoga, running, and spending time with her family.