Karen Herbert *
Karen Herbert *
Karen Herbert *
Karen Herbert *
Biography
Karen Herbert is a Senior Associate of the Client Service Group at Strategic Financial. She supports the financial planners and joined the firm in 2021. Karen is actively involved in fielding and processing client requests while assisting our financial advisors with client communication, meeting preparation, account servicing, representative registrations, and insurance appointments. She is also responsible for financial planning billing for clients and handles all the firm’s bookkeeping, tax and accounting reporting requirements.
Prior to working at Strategic Financial, Karen spent 28+ years as operations & funding manager specific to the financing of diagnostic medical equipment.
Her passion in her role is the wide variety of responsibilities she handles during the day and doing whatever research is needed to get to the right answer.
In her free time, Karen enjoys seeing plays, traveling and visiting family in NC, music and reading.
Contact Karen with questions on financial planning invoices, annuity inquiries, investment paperwork and to schedule a portfolio review.
Osaic Wealth Form CRS
Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through Strategic Financial Advisors Corporation, a registered investment advisor. Strategic Financial Advisors Corporation and Strategic Financial Services Corporation are not affiliated with Osaic Wealth, Inc.
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