Business Manager

Karen was previously CFO of her family business for over twelve years. After her exit in January 2018, Karen joined the Financial Management team at the High Point, North Carolina branch of Signature Wealth. Karen chose this industry to use her talents in organization, experience in finance, but most of all, her desire to work with people. Karen received her Associate’s degree in Business from Guilford Technical Community College. She also has experience in medical billing, as well as the mortgage industry, although she no longer offers these services. Her passion for numbers is the engine that drives her financial interests.

Karen’s focus is on client fulfillment and management. In her role, she is dedicated to providing superior client experiences. Karen works closely with new clients throughout our highly detailed and catered onboarding process to ensure accounts are opened and transferred successfully. Her attention to detail, thoroughness, and realizability are what make her an integral part of the GCG Wealth family.