Karen joined McLean in 2026, bringing nearly ten years of experience in the Financial Services Industry and Wealth Management. Prior to joining McLean, she held various positions at a Registered Investment Advisory firm, including roles in Client Services and Client Operations. Most recently, she served as a Client Service Associate at her previous firm. Her earlier professional background includes positions in Banking and Financial Operations. She previously supported Financial Estate Planners and the Chief Compliance Officer at Sandy Spring Trust. Additionally, Karen has extensive experience in retail banking, having held multiple roles in management, Policies and Procedures, and Legal departments during her tenure with Capital One Bank.

Education

Associates of Arts Degree in General Studies, Montgomery College

Greatest Professional Satisfaction

I am motivated by delivering the best-in-class service to our clients. Building and deepening the professional relationships we have with our clients is very important to me. Understanding and Acknowledging that Clients come from all walks of life and being part of a team that a client can trust, being part of a team that empathizes and delivers, is the road map for continued success and client retention.

Greatest Personal Satisfaction

I enjoy spending as much time as possible with Friends and Family. I am an avid beach goer and enjoy traveling. I have also developed a strong passion for Culinary, often trying and preparing a new recipe, hosting family or friends for an event or trying a New Restaurant. Lastly, I love live Music and Dancing when ever I get the opportunity.