Karen brings over 15 years of experience in investment and portfolio management as well as new business development to her role as Wealth Management Advisor.
Currently, Karen specializes in advising high-net-worth individuals and families to craft customized plans in the areas of investment management and wealth advisory and trust planning. Karen is part of a team that collaborates with families to help preserve, protect and grow their wealth to focus on family, business and philanthropic priorities.
Prior to joining First American Trust in 2015, Karen worked in financial services with Merrill Lynch. She later moved to Universal Financial as a partner and financial advisor.
Karen holds a Bachelor of Science degree from the University of California, Los Angeles. She has held Series 7 & 66 securities industry designations as well as a California Life and Health Insurance License and is acquiring a California Real Estate License.
Karen is active in her church, the Newport Beach Chamber of Commerce, Kiwanis Club and Newport Harbor Republican Women's Group.