Executive Assistant to Jeff Heard
Originally from Cincinnati, Ohio, Karen made her way down to Florida in 1990 for warmer climates and to raise a family. She brings over 25 years of experience focusing in both human resources and finance for various firms. She had the privilege of knowing our president, Tony and his family since their children were in Pre-K and has always valued his honesty and integrity. So when the opportunity became available to join Estate & Business Planning Group, she was thrilled to be a part of the team. She prides herself on being extremely organized and enjoys using her many years of experience getting to know the families we serve. She head’s up internal case workflow for Jeff Heard while overseeing back office operations for his clients. When she is away from the office, she enjoys spending time with her husband, an avid golfer and son who is active in many sports. In the family’s spare time, they love to go fishing and shell hunting in Captiva, FL.