Karen joins the 4J Wealth Management family with more than 20 years of senior administrative experience in the financial services industry. Most recently, she supported executive leadership at UBS and Credit Suisse, where she managed complex schedules, coordinated global travel, and kept daily operations running smoothly for large teams.
A Virginia native and lifelong resident of Ashburn, Karen is known for her attention to detail, dependability, and warm communication style. She is also a commissioned Virginia Notary Public.
As Office Administrator, Karen serves as a key point of contact for clients, helping with scheduling, coordination, and general inquiries. Whether you are calling to set up a meeting or stopping by the office, Karen will make sure you feel right at home.