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Karen E. Van Voorhis

Vice President

Karen is a Vice President in the Wealth Management group, where she helps individuals and families navigate all aspects of their financial lives.

She has previously worked in fee-only financial planning and wealth management since 1995, advising clients on all areas of their financial lives, including investment management, retirement planning, tax management, insurance coverage, college planning, and charitable giving.

Karen came to Sapers & Wallack from Lexington Wealth Management, a small, privately owned, boutique advisory firm, where she was a Senior Relationship Manager.  Prior to her work at Lexington, Karen was Vice President and Relationship Manager in both Wells Fargo’s and Wachovia’s Wealth Management groups.  Before it was sold to Wachovia in 2004, Karen was a Relationship Manager at Tanager Financial Services, another small, privately owned boutique wealth management firm in Waltham.

Karen is a Certified Financial Planner (CFP®) and has a bachelor’s degree in Russian Civilization from Smith College.

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