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Karen Spence, Crpc® is listed as Wealth Advisor | Finnancial Planner | Tax Planner | Insurance Planner at Virtus Wealth Management, a company with 7 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at virtuswealth.com and a matched LinkedIn profile for Karen Spence, Crpc®.
Karen Spence, Crpc® previously worked as Enterprise Architect at Sprint. Karen Spence, Crpc® holds Chartered Retirement Planning Counselor, Finanical Planning from College For Financial Planning.
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AeroLeads found 1 current-domain work email signal for Karen Spence, Crpc®. Compare company email patterns before reaching out.
Karen joined Virtus Wealth Management in 2006 and loved the firm from the start because their principles and integrity aligned with hers. Virtus Wealth prides itself on partnering with clients through education, encouragement, and empowerment to help them work towards their goals. Virtus Wealth also understands that wealth management extends beyond investment advice- it includes all aspects of a client’s financial life. Karen fully believes her clients benefit from the Virtus Wealth Connect Wealth ProcessTM which coordinates and unifies the decisions in their financial life, so that those decisions complement each other and aims to produce enhanced results.Trusting someone with your money is trusting someone with your future. Karen strongly believes in taking care of her clients and feels a responsibility to help them reach their goals. Karen is known for her focus on customer service, attention to detail, and naturally supportive style. Karen’s specialties include retirement planning, asset protection/insurance planning, tax planning, Social Security and Medicare.Karen is married to Tip, her high school sweetheart, and is the proud mother of three boys. She spends most of her spare time with her family and still enjoys going for a swim every now and then.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Level Four Advisory Services, a registered investment advisor. Level Four Advisory Services and Virtus Wealth Management are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL and have not been reviewed by LPL Financial as to accuracy or completeness.For more information or for a list of states in which we are registered to do business, please visit www.virtuswealth.com or call our office at (817)717-3812.
Listed skills include Financial Advisor, Wealth Management Services, Retirement Planning, Asset Management, and 5 others.
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2535 E. Southlake Blvd., Suite 100, Southlake, TX 76092
Karen joined the firm in 2006 and immediately enjoyed the opportunity to work with clients. Trust is something that Karen does not take lightly. She strongly believes in taking care of our clients and feels a responsibility to help them reach their goals. Karen is known for her focus on customer service, attention to detail, and naturally supportive style..
Dallas/Fort Worth Area
Karen began her career at Sprint as a Software Engineer and advanced to an Enterprise Architect by understanding the functionality of the systems, partnering with her peers and users, and facilitating cross-domain cooperation and communication. Karen’s strong relationship-building, analytical, and listening skills were the keys to her success at Sprint..
Other employees you can reach at virtuswealth.com. View company contacts for 7 employees →
Brittney Mathies
Colleague at Virtus Wealth ManagementArgyle, Texas, United States, United States
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Josh Hubman, Cfp®
Colleague at Virtus Wealth ManagementSouthlake, Texas, United States, United States
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Prestyn Tillotson
Colleague at Virtus Wealth ManagementDallas-Fort Worth Metroplex, United States
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Eden Baggs
Colleague at Virtus Wealth ManagementFlower Mound, Texas, United States, United States
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Kayla Andrews
Colleague at Virtus Wealth ManagementFort Worth, Texas, United States, United States
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Activities and Societies: Beta Gamma Sigma Honors Society for Collegiate Schools of Business
Quick answers generated from the profile data available on this page.
Karen Spence, Crpc® works for Virtus Wealth Management.
Karen Spence, Crpc® is listed as Wealth Advisor | Finnancial Planner | Tax Planner | Insurance Planner at Virtus Wealth Management.
AeroLeads has found 1 work email signal at @virtuswealth.com for Karen Spence, Crpc® at Virtus Wealth Management.
Karen Spence, Crpc® is based in Dallas-Fort Worth Metroplex, United States, United States while working with Virtus Wealth Management.
Karen Spence, Crpc® has worked for Virtus Wealth Management and Sprint.
Karen Spence, Crpc®'s colleagues at Virtus Wealth Management include Brittney Mathies, Josh Hubman, Cfp®, Prestyn Tillotson, Eden Baggs, and Kayla Andrews.
You can use AeroLeads to view verified contact signals for Karen Spence, Crpc® at Virtus Wealth Management, including work email, phone, and LinkedIn data when available.
Karen Spence, Crpc® holds Chartered Retirement Planning Counselor, Finanical Planning from College For Financial Planning.
Karen Spence, Crpc® is listed with skills including Financial Advisor, Wealth Management Services, Retirement Planning, Asset Management, Risk Management, Estate Planning, Estate Tax Planning, and Tax Planning.
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