
Karen Torrence joined Cornerstone Wealth Management in 2005. She brought many years of experience, having begun her career in the insurance industry working for Prudential Insurance for 18 years. From there she transitioned into the financial services industry, working eight years as a registered assistant to an independent advisor with Walnut Street Securities.
Karen initially joined CWM as a registered assistant to one of the two managing partners. As the firm grew, she moved into the role of Office Manager and then Chief Operations Officer. As she moves toward retirement, Karen now focuses on processing payroll for all employees and advisors, as well as accounts payable for the firm. She holds the FINRA Series 6, 7 and 63 registrations through LPL Financial and the Series 66 registration through both LPL Financial and CWM.
Karen and her husband Jeff have been married since 1986. They have two sons, Adam and Brett. When not working, Karen loves being outdoors in warm weather and enjoys traveling and spending time with family and friends.