Director of New Business
Karen is the Director of New Business development for Strategies for Wealth; she joined our firm in 1996. Prior to that she was the New Business Manager for two other Top leading Guardian firms. She has a total of 39 years of experience in the financial industry.
In her role, Karen overseas all aspects of New Business Processing and supports our Financial Advisors, which consists of trouble shooting underwriting issues and negotiating favorable outcomes for their clients. Karen refers to herself as a problem solver.
Karen currently lives in Danbury CT with her two rescue cats, one eyed Willow and Sabrina, who was born with Cerebellar Hypoplasia. In her spare time, Karen devotes herself to rescuing and securing homes for neglected and abandoned animals. In addition, she raises funds for a local animal shelter where she was honored at their Annual Ball in 2016 for her years of service.