Karen’s highest priority is putting her clients first and helping them achieve success, whatever that looks like to them.
With extensive knowledge of the investment and insurance industry, Karen began putting her skills to good use in 2004 when she joined Coastal Community. As a Private Wealth Advisor working with individuals, small business owners and corporations, helping clients realize dreams is what she does best.
Highly sought after in the community for her expertise in estate and tax planning, business succession, and wealth transfer, one of the highlights of Karen’s career was when her client said to her, “You have no idea how much stress I’ve had worrying if my disabled child will be looked after. You have a way of making things simple. Thank you.”
Karen has a natural ability to connect with people both in and outside of the office. As an avid curler and sponsor for the Alberni Valley Curling Club Men’s Bonspiel, you will often find Karen at the club throwing a rock or two herself to support her ladies team; of course her husband Dan would argue that he taught her everything she knows.