Karen has over 40 years of experience in the insurance and securities industries. As the Director of Operations, she works closely with clients to ensure their day to day needs and concerns are handled in a thoughtful and timely manner. With her extensive experience, Karen has helped many families deal with the loss of loved ones, understand the nuances of retirement plans and has assisted in working through the complexities of estate planning design. Karen is an integral part of the long-term success at Mosaic.
Currently, Karen holds several licenses including the Series 6 (Investment Company Products/Variable Contracts Limited Representative), 63 (Uniform Securities Agent State Law Exam), and 65 (Uniform Investment Adviser Law Exam) license.
Karen is an avid reader and enjoys playing golf in her free time. She is a passionate supporter of Maryland sports teams, especially the Baltimore Ravens. She enjoys spending time with family and is very close to her sisters and their children. Karen is an advocate for animal rescue and has supported several local organizations.