Karen has been Joseph Hermann’s Administrative Assistant since January of 2007. As Joe’s assistant, she strives to keep Joseph’s focus on his client’s and their needs while she focuses on the background aspect of the business, such as client review preparation, applications/forms and keeping track of all pending matters, just to name a few.

Karen has been in the financial industry since 2000, and prior to that worked in the food service industry. She graduated from SUNY Cobleskill, where she earned her degree in restaurant management, and more recently obtained her Paraplanner certification through the College of Financial Planning.

Karen now resides in Rotterdam where she lives with her husband Tom, daughter Alexis and step-daughter Briana.