Karen Linzy is often the first voice our clients hear on the phone and the first to greet them when visiting our office. In addition to assisting clients in making appointments, she is adept at handling a broad range of client inquiries. Karen regularly assists our clients with statement questions or reviews, opening new accounts and directing any questions she is unable to answer to the right team members in an expeditious manner.
Karen brings more than a decade of financial services industry experience to serving the diverse needs of our clients. She plays an integral role in ensuring the smooth and professional operation of our office, handling client correspondence and deposits, issuing checks, running reports for client meetings, processing account paperwork, and assisting with cost basis analysis, among other responsibilities.
In addition to keeping our office humming along like a well-tuned instrument, Karen is an accomplished pianist. She has enjoyed playing the piano for more than 30 years.