Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Client and Corporate Services
Karen is a Senior Associate in the Louisville office. She assists with revenue reporting, AUM billing, and month-end reporting.
Prior to joining Cerity Partners, Karen served as a Senior Accountant at ARGI Financial Group. Before ARGI, she spent 13 years with a small firm providing outside accounting services to small companies. Her career has spanned over 30 years and includes a variety of management, finance, and accounting roles.
Principal & Head of Digital Marketing
Principal & Director of Human Resources
Partner & Chief Operating Officer for Client Service & Development
Partner & Chief Technology Officer
Principal & Director of Training
Partner & Head of Operations
Partner & Head of Portfolio Management
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