Karen joined the Seventy2 Capital team from Wells Fargo Financial Advisors Network in December 2018. As an Account Administrator in the Leonardtown, MD office, she works closely with Steve Richardson to support their clients’ needs.
With over 25 years of experience in the financial services industry, Karen brings expertise in account administration and loan originations and closings. She began her career with GMAC Mortgage where she worked on construction loans and in the New York Modification Loan Department. Following that Karen spent 2 years with Countrywide Home Loans before joining Richardson Financial Services.
Karen resides in Leonardtown, MD with her husband and dog. In her free time, she can be found cruising the back roads of Maryland and Virginia on her Harley Davidson motorcycle.
1 Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
2 2015, 2016, 2017 surveys conducted by Five Star Professional, an independent, third-party research firm, who receive nominations from peers or firms in the Mid-Atlantic area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review, and favorable regulatory and complaint history. The Five Star Award is not indicative of the wealth manager’s future performance. For more information see: http://www.fivestarprofessional.com.
2015 - 1,837 Washington D.C. area wealth managers were
considered for the award; 227 (13 percent of candidates) were
named 2015 Five Star Wealth Managers.
2016 - 1,665 Washington D.C. area wealth managers were considered for the award; 208 (13 percent of candidates) were named 2016 Five Star Wealth Managers.
2017 - 1,417 Washington D.C. area wealth managers were considered for the award; 106 (7 percent of candidates) were named 2017 Five Start Wealth Managers.