Karen is a Client Services Associate for Pinnacle Wealth Management. She oversees day-to-day operations of client accounts, including requests, correspondence, and scheduling appointments. Her focus is on providing excellent service, and she enjoys working closely with our clients regarding servicing issues.
Karen has worked in the financial industry for over 20 years. She holds an Associate degree from Pasco-Hernando Community College and graduated with honors.
Karen is a Florida native and has two daughters, Ashley and Lindsi. In her free time, she enjoys spending time with family and friends, bowling, and being outdoors, especially at the beach. Karen is also a sports fan, and she loves to root for our home teams: the Lightning, the Buccaneers, and the Rays.