Karen has 20 years in the retirement industry, with a main focus in Retirement Plan Consulting and Client Services. Prior to joining Hermitage in 2021, she served as a Regional Manager for SunTrust, now Truist, in their Retirement Institutional Services division.
Preceding her management role, Karen served as a strategic advisor for 401(k), Defined Benefit, Profit Sharing, and ESOP Plans delivering relevant solutions that help plan sponsors respond to fiduciary challenges, industry trends and contribute to the success of their organization’s retirement plan.
Karen and her husband Lew are almost empty nesters residing in Chesterfield County. She loves attending the theater, comedy shows, and concerts when not spending time with friends and family.