Karen brings 28 years of experience with CBTS to the “Client Services Team” of Complete Wealth
Strategies. Her attention to detail helps streamline our back office operations, ensuring accuracy and
efficiency when onboarding new clients and supporting them everyday.
When not focused on creating great customer experiences for our clients you can find her exercising,
spending time with her husband, daughters and grandchildren. She also likes to travel, spend time
outdoors and gardening.