Karen Henkelman

equipe

Senior Investment Associate

Spoken languages : English

Karen started her career in 1992 and has worked exclusively with Dale since 1994. Karen focuses on providing excellent client service and building strong relationships with our clients. She is responsible for administrative aspects of client's portfolios as well as ensuring new accounts, estate processing and account transfers are handled smoothly and efficiently. She is fully licensed and able to implement investment recommendations made by Dale or Mark, and at the client's request. Karen has completed numerous industry courses and continues to broaden her financial knowledge.