Karmen manages our client services team and brings over 30 years of financial services experience to our staff. Karmen is responsible for client services, trading activity, assisting in our investment management process and making our clients feel like family.
Karmen attended Guilford College where she completed the two year CFP course and also attended Southern WV Community College where she studied Accounting.
In her free time, Karmen enjoys traveling with her husband, Mark, watching pro football (loyal Cleveland Browns fan since 1982!), reading and spending time on the water.
Karmen is a Registered Principal and an Investment Advisor Representative with Cetera Advisors LLC. Cetera is under separate ownership from any other named entity.