Karen has more than 10 years of accounting experience and over a decade of qualified plan administration experience working exclusively with ESOPs.
As a senior ESOP administrator, Karen provides professional ESOP administration and consulting services and advises clients on compliance and technical support issues. Her experience includes extensive work with IRS/DOL audits and advanced knowledge of IRS Code compliance and Department of Labor regulations.
Karen holds the QPA and QKA designations from the American Society of Pension Professionals and Actuaries (ASPPA) and is a member of The ESOP Association and ASPPA.
She holds a Bachelor of Business Administration in Accounting from Niagara University and resides in Tampa, Florida.
P.O. Box 2673
Oldsmar, FL 34677