Administrative Assistant
Considerate, organized and detail-oriented, Karen prides herself on keeping clients informed and confident in the firm. She always offers to help solve any issue they may have and has a desire to go above and beyond whenever possible to assure clients are getting the best experience possible.
Karen is dedicated to client satisfaction and is people-oriented. Trustworthy, she is also available to help clients with the information and forms necessary to manage their accounts. She is happy to provide accurate and timely assistance to their needs and can anticipate problems and come up with solutions to benefit others.
Life happens sometimes and Karen understands it’s important to handle stressful situations with grace and calmness, something clients always appreciates. She loves that she gets to help others on a daily basis—that’s what keeps her coming to work with a smile on her face.
Karen is a licensed insurance agent. She graduated high school and earned some college credits, including computer training. She has worked in administrative and clerical positions for 20-plus years and currently helps maintain the firm’s database for accuracy.
In her free time, you can find Karen enjoying walking, reading and spending time with family.
Investment Advisory services offered through duly registered individuals through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Wealth, LLC and Comprehensive Financial Solutions are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 20941 - 2021/4/14