Vice President – Wealth Management Officer
Karen is a Vice President and Wealth Management Officer with over 30 years of experience in trust and estate administration, most recently focusing on the unique needs of individuals and families while administering guardianships, special needs trusts and estates.
Karen earned her Bachelor’s Degree in Finance from DePaul University and her paralegal certification from Mallinckrodt College. She has also been awarded the Certified Trust Financial Analyst (CTFA) designation.
Karen serves as a director of the DuPage Estate Planning Council, is a member of the American Bankers Association and the Institute of Certified Bankers. She donates her time to serving the homeless as a volunteer working with PADS (Public Action to Deliver Shelter,) the underinsured women and children in Chicagoland as a member of the Infant Welfare Society, and various shelter pet groups.
Karen and her husband, Frank, live in Lisle with their three children.
Call 630-725-3315 to get connected with Karen today. Send an Email to Karen