Karen Umpierre
Investment Services Operations Manager
With over 10 years of experience in financial client relations, Karen has built her career helping clients feel confident and supported in their financial journeys. Karen enjoys building relationships with clients and guiding them through their financial milestones, providing personalized service with integrity and a commitment to excellence. She has worked as a Financial Consultant at TIAA, a Relationship Banker at Chase Bank, and a Sales Assistant at Popular Securities. Karen holds both securities and insurance licenses, giving her a strong foundation in the financial industry.
Something More About Karen
Originally from Puerto Rico, Karen earned her bachelor’s degree in Business Administration from the Interamerican University in San Juan. She now lives in the North Dallas area with her husband and two sons.
Outside of work, she is a proud “baseball mom,” cheering on her boys at every game. Her pup, Gigi, is another beloved member of the family who brings endless joy. She also loves exploring new coffee shops and restaurants, cooking, shopping, staying active through exercise, and spending time at the beach.