CLIENT SERVICE ASSOCIATE

Karen joined the Williamsburg Financial Group in January of 2017 with 20 years of experience in the retail banking industry. Karen is a client service associate who works closely with our advisors and clients to manage their administrative service needs.

Karen oversees the front office operations while facilitating the account opening process, managing client account transfers and handling a multitude of daily maintenance tasks. She enjoys managing the compliance aspects of the business to ensure operational excellence.

Karen is a graduate of Christopher Newport University with a Bachelor’s degree in business administration with a concentration in marketing.

Prior to settling in Virginia, Karen moved frequently as a child. Her father was a Master Chief in the Coast Guard. She was born on the west coast and lived on the military base in Guantanamo Bay, Cuba for 2 years. 

Karen and her family moved to Williamsburg, VA in 2015. In her free time, she enjoys watching football, making artwork, reading, and going to the gym.