Karen brings over two decades of experience in financial services. Her primary role with the Tennant team is administering detailed aspects of securities and insurance programs. Karen graduated from SUNY Stony Brook in 1994 with a Bachelor of Science degree in Business Management. She then spent several years with Merrill Lynch as a Registered Client Associate, assisting a team of Wealth Advisors. In 2006, Karen joined Lenci Associates, which partnered with Tennant Financial. As an Associate Financial Representative, she’s been on the forefront administering client accounts and providing client service. A key member of the Tennant team, Karen currently holds, through LPL FInancial, the FINRA Series 7,63, and 66 securities registrations and is licensed in Life, Health & Accident Insurance.
When not working, Karen enjoys live music, traveling, and spending time with her family.