Karen Palomo

Client Care Specialist

Karen’s role in the firm is to assist the operations manager and the advisors in accomplishing superior client service.  She manages client updates, reviews, manages data integrity and various marketing and client care initiatives.

Karen has a B.A. in Political Science from Roosevelt University, with a minor in legal studies.  She earned her Early Childhood credential and is a certified Montessori educator.  As Karen and Andrew’s children grew up, she left teaching and entered the field of financial services where she quickly developed a passion for delivering exceptional service for clients and watching them accomplish their financial goals.

Karen is blessed with four children and one grand-child.  Spending time with them is her favorite thing to do!  She loves gardening, taking her dog for a walk and playing tennis.  The outdoors is her happy place!


Getting To Know Karen

Favorite Food: Steak au Poivre

Best piece of financial advice Karen has received:   Pay yourself first!

Favorite Quote: There are only two days in the year that nothing can be done.  One is called yesterday and the other is called tomorrow, so today is the right day to love, believe, do and mostly live.   – Dalai Lama

If she could meet anyone, past or present, it would be: Thomas Jefferson

Hidden talent: Singing

Favorite book: Atlas Shrugged

Favorite TV show: Criminal Minds

What motivates Karen: My Family

Favorite holiday: Thanksgiving

Something on her bucket list: Hot Air Balloon over Grand Canyon

Place she’d most like to visit: Ireland

Biggest accomplishment: Raising my children