Karen joined Larry and Chris in July of 2018 to provide office operations management and administrative support to the growing practice. She plays an integral role and seeks to ensure that the Horizon Wealth Management client experience is consistently exceptional and meets our clients' expectations for timely turnaround on inquiries, appointment scheduling, account maintenance and more. Karen helps to maintain compliance across all aspects of office operations and account documentation. She ensures accuracy and completeness of all documents and transactions and is the point of contact for all service issues.
Prior to joining the firm, Karen was the office manager for a medical doctor in Westlake Village for 10 years. Karen, her husband and two children have lived in Westlake Village since 2003. They enjoy traveling, sports and hiking.