Karen is the Director of First Impressions and Administrative Assistant at Motz Wealth Management. She is responsible for client appointment scheduling and preparation, assisting with client requests, and completing final processing of client tax returns during tax season. Karen has been with Motz Wealth Management since May 2019.
Prior to joining the Motz Wealth Management team, Karen worked as a billing specialist. She has 15 years in retail management and over 30 years of customer service experience.
Karen lives in Sellersville, PA, with her husband, Todd, their dachshund, Zoe, and their tuxedo cat, Evie. They have one grown son, Ben, who lives in Philadelphia. In her free time, she enjoys bike riding, kayaking, and admiring the wildlife in her back yard.