Karen Morse serves as Client Care Manager with 626 Financial, a Registered Investment Advisor. Karen has worked with Tom Anderton, assisting valued clients since 2007. Karen strives to provide a high level of service to our clients and to be sure we have the systems in place to ensure quality services.
Karen graduated with high honors from Michigan State University with a Bachelor’s degree in Risk and Insurance. She also holds an MBA in Finance from Western Michigan University and a Series 66 license. She has worked as an insurance underwriter and as a registered associate with four national Broker/Dealer firms from 1992 until 2021 and continues with 626 Financial, which is now a registered investment advisor.
Karen lives in northeast Kalamazoo County with her husband Mike. They have a daughter, son and daughter-in-law and two grandchildren. Karen loves to spend time in nature, read, and spend time with family. Karen holds a Series 66 licenses.