Karen McGarvey, CFP® serves the firm as Project Liaison assisting the Principles of the firm in developing and enhancing services for clients. Her passion for financial planning is deeply rooted in her belief that informed people make better decisions and enjoy greater success.
Karen and her husband, Bob have three children, Kelli, Kim and Scott. They are always entertained by their six grandsons, Tanner, Hayden, David, Mason, Chase, and Max. Together they stay busy making memories.