With over 30 years of experience in the financial services industry and 25 years with our practice, Karen Berquist is a vital and skilled member of our practice.  Considered “The Czar of All Things Paperwork and Transfers”, she handles client service, account establishment, transfers, and funds movement.  As our Senior Administrator, she does the work of at least 1.5 people, and excels at making the near impossible look easy and the impossible possible!

Outside of work, Karen is an 80’s hair band and rock-and-roll fan, and is becoming an expert on all things home improvement.  She lives in Barrington with her husband and high school sweetheart, Dave, along with their three energetic canines.