Karen is the Operations Manager of Regency Financial Group, LLC, she has 20+ years experience in the financial services industry, having started in retail banking before moving into the investment field in 1997.
Prior to joining Regency Financial Group, LLC, Karen worked at Watch City Financial Group in Waltham, MA. She previously worked with our owner & Managing Director Stephen Beam at both Banc of America Investment Services and Quick & Reilly.
Karen grew up in Billerica, Massachusetts, and has been a resident of Woburn, Massachusetts since 1999. She is an avid photographer, and is passionate about figure skating. She is a US Figure Skating Test Chair and current President of Winchester Figure Skating Club, and enjoys traveling to her daughter's various figure skating competitions.