Karen Carlin is a client service associate at Octavia Wealth Advisors. She supports the entire Octavia team by setting up and servicing accounts, as well as preparing for client appointments. Her dedication to efficient organization and clear communication provides the advisory team with the backing they need to give their full attention to client plans and goals. Karen’s genuine concern for clients and team members is the driving force behind her effectiveness.
Prior to joining Octavia, Karen worked at Midwest Financial Partners for 6 years. Before that, Karen was an educator, engaged in teaching third grade students at Lockland City Schools. She also worked at a home staging and decorating business.
Karen earned a Bachelor of Science in education from Eastern Kentucky University.
On the personal side
Karen is married with three children. Her whole family loves to travel and enjoys outdoor sports. Karen’s own love of traveling might have started way back when she was born in Germany!