Client and Corporate Services

Biography

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.

Education

  • B.S. in Finance from Indiana University

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.