Karen Alexander

Client Service Specialist

Karen brings nineteen years of experience working in the financial services industry. Prior to helping Mike serve clients of Collie Financial Planning, she assisted two financial advisors with a variety of administrative duties. She was responsible for opening new accounts, updating existing accounts, completing account transfers and facilitating account contributions, withdrawals and distributions as well as the process of yearly IRA-RMD’s. 

During her free time, she enjoys spending time with her daughter and family. She also enjoys spending time outside and loves crafting.