"I was born and raised in Central New York and am a graduate of Fredonia State and University at Buffalo. I have been working with Financial Advisors for 20 years, the last 18 years specifically with our Managing Director, Mike DiPaulo.
I am fully licensed in New York for life, health, disability, and LTC related benefits. My focus is on customer service and running our back-office operations.
I’m your go to person for all things related to paperwork, quoting, tracking, and underwriting. I strive to provide excellent customer service and follow up for our clients."
Karen is Insurance licensed in New York, Pennsylvania and Florida.