Karen E. Cole
Client Service

Firm Expertise

Karen responds to client and advisor requests for insurance policy information, facilitates policy change requests and serves as a liaison between our clients and the insurance carriers.

Personal Interests

Karen currently serves on the Board, as Treasurer, for a regional soccer club and volunteers often to assist with local school functions.

When she’s not working Karen enjoys spending time with her husband and 4 children.

Karen E. Cole
Client Service

Firm Expertise

Karen responds to client and advisor requests for insurance policy information, facilitates policy change requests and serves as a liaison between our clients and the insurance carriers.

Personal Interests

Karen currently serves on the Board, as Treasurer, for a regional soccer club and volunteers often to assist with local school functions.

When she’s not working Karen enjoys spending time with her husband and 4 children.