About
Karen is an experienced bookkeeper who specializes in QuickBooks. Key responsibilities include overseeing financial data, daily ledger entries, and reconciling accounts. Her goal is to help her clients grow financially, and she is successful because of her attention to detail, dependability, and professionalism.
Karen and her husband live in Avon where they enjoy spending time outdoors with their family.
T.J. Gliha
President & CEO
Lauren MacLaren
Senior Vice President, Family Wealth
Pete Franz
Chief Investment Officer
Anthony Gargano
Senior Vice President, Operations
David Olson
Senior Vice President, Wealth Management
Matt Burnham
Senior Vice President, Wealth Management
Michael Baker
Vice President, Wealth Management
Kevin McPeek
Vice President, Family Wealth
Dan Romic
Director, Wealth Management
Doug Ambrose
Director, Wealth Management
Bryan Costin
Vice President, Wealth Management
Amy White
Vice President, Client Service
Emily Weber
Manager, Client Service
Jim Myers
Director, Wealth Management
Jack LaLiberte
Director, Investments
Amber Moran
Manager, Client Accounting
Nick Paterniti
Manager, Wealth Management
Jill Warfel
Manager, Client Service
Barb Spehar
Senior Associate, Client Service
Charlie Hruby
Associate, Wealth Management
Mitchell Knotek
Associate, Wealth Management
David O'Donnell
Associate, Operations