Karen Lomas

Karen is a bilingual professional who specializes in working with small businesses of 1 – 150 employees. Karen strives to provide value to clients through a high touch experience and ensures her practice is accessible and customized to her clients’ specific needs.
POPULAR SOLUTIONS:
 Financial Planning  Life/Disability Insurance
 Investment Services  Long Term Care Insurance
 Succession Planning  Retirement Plans
 Executive Compensation Planning  Group Benefits