Karen brings more than three decades of experience in the financial services industry, having worked in the field since 1988. She graduated from York College of Pennsylvania with a B.S. in Marketing and holds the FINRA Series 7 and Series 24 licenses, as well as life and health insurance licenses.
Before joining Obsidian Wealth Advisors, Karen served as Partner and Chief Operations Officer at Stonebridge Capital Management, where she oversaw compliance, firm operations, and supported advisors with planning and client service.
Based in Morris County, Karen enjoys spending time outdoors — whether it’s on the golf course, playing pickleball, or tending to her native New Jersey flower garden.