Karen Allen

Firm Administrator , Financial Futurist

Karen previously worked as a paralegal and in the contracts department of an engineering firm. She brings with her extensive experience in document organization and administration operations. Her education and Microsoft Office training have prepared her to run the day to day operations of the firm including, new client setup through final documentation, coordinating CPE training for all CPAs, new hire training, and much more; she truly is the ‘Master of All Trades.’