Creative Thinking. Customized Solutions.
Caring about you since 1932.

 

Karen Van Voorhis Promoted to VP Wealth Management

karenvanvoorSapers & Wallack, a Newton-based insurance, benefits, and wealth management firm, is pleased to announce the promotion of Karen Van Voorhis to the position of Vice President of Wealth Management.

“I am excited for the opportunity to help lead our wealth management practice forward in the coming years,” said Van Voorhis. “As more and more busy families seek help managing their financial lives, Sapers & Wallack is happy to be a resource for both them and their children, and, in the words of Thoreau, help them to use their money to ‘live deliberately.’ We help clients to embrace the smart use of technology to keep them focused on their goals, whether related to retirement, college, philanthropy, or something still undetermined.”

Aviva Sapers, CEO of Sapers & Wallack said, “Karen’s promotion reflects the dedication she brings to our wealth management clients and shows the trust and respect they feel towards her work on their behalf. We look forward to Karen’s ability to bring continued growth to this department.”

Karen was previously a Director in the Wealth Management department and is a Certified Financial Planner ™ professional with over 20 years of experience working in individual wealth management.

Share this postShare on Facebook0Tweet about this on TwitterShare on LinkedIn19Pin on Pinterest0Share on Google+0