Karen joined Waverly Advisors in March of 2023 as a Client Service Associate and Tech Specialist. She has a background in technology and enjoys researching new information. She also has a background with wine and is known as the Cork Queen. Prior to working at Omni Wealth Advisors, Karen owned her own IT Services business as well as her own Wine Shop.
When Karen is not working, she shares a house with her two dogs, Dudley and Riley. She enjoys cooking and considers herself a “pantry gourmet”. She enjoys discovering new wines (especially Spanish reds) and sharing those discoveries with her friends. Karen has passed the WSET 2. She has led the monthly event, Wine Down Wednesday since 2016. She also runs the Bacchus Club of Tampa Bay, of which she is the founder. Karen is the ultimate sports fanatic and definitely roots for the home team. She loves the Buccaneers and also tries to attend as many Rays and Lightning games as she can. She collects sports memorabilia and could probably open a small sports museum.