Karen Herbert*

Client Service Associate / Bookkeeper

Karen Herbert is responsible for firm bookkeeping, tax and accounting reporting requirements and client billing. Additionally, Karen is actively involved in fielding and processing client requests while assisting our financial advisors with client communication, meeting preparation, account servicing, representative registrations, and insurance appointments. Prior to working at Strategic Financial, Karen assisted in the underwriting and leasing of medical equipment.

Phone (856) 983-1001