Karen has a servant’s heart and finds fulfillment in assisting clients with their non-advisor needs. She wants each client she helps to know how much she cares about them and their needs. Karen began her career in the financial services industry in 2009 at Paragon Wealth Strategies in Jacksonville, Florida where she held the positions of Administrative Assistant, Client Service Associate, Director of Client Service, and Vice President of Client Relations. She joined Mercer Advisors with the Paragon Wealth Strategies acquisition in 2023. During her off-work time, Karen enjoys spending time with her husband, Jack, their two grown sons, granddaughter, and extended family who mostly live nearby. She is an active member of St. Joseph’s Catholic Church and serves as sacristan, a lector, a Eucharistic minister, and the chair of the Stewardship Committee. Her hobbies include sewing, reading, and attempting to train her chocolate lab named Emma.
Jacksonville
10245 Centurion Pkwy N Suite 106 Jacksonville, Florida 32256