Karen is Capital Wealth Management’s Retirement Service Specialist, having joined the firm in 2013 and bringing with her with more than 21 years of executive administrative experience. She is the primary liaison to Rebecca Records, Director of Retirement Plan Services. Karen also specializes in estate, insurance, and annuity service.
Other duties include the scheduling of 401k client and committee meetings. In addition, Karen is operationally responsible for most aspects of the firms 401k sector. Karen is a resident of West Warwick, RI with her husband, David, and enjoys skiing, mud racing, working out and boating in her spare time.
- Sawyer School of Business
- Volunteer, Make A Difference Foundation