Karen joined Jesse Hurst’s team in 2007 as a senior client service specialist.
With more than 30 years of experience in the financial services industry, she brings a wealth of experience to Impel Wealth Management. Her background working for large corporate firms has given her a deep appreciation for our company’s focus on meeting the unique needs of every client.
Karen helps manage account trading for our clients, which includes preparing and processing all the necessary forms and paperwork. She also holds Series 7 and Series 63 securities registrations.
When she’s not busy helping our clients, Karen enjoys spending time with her friends and family – especially her husband, three adult children and their growing families.
Whether you need help setting up a distribution or have a question about your account activity, Karen is always happy to help.