Karen Montgomery

Even the savviest clients experience a decrease in clarity about their affairs when they aren’t face to face in the Resource Strategies environment. Karen helps clients maintain clarity and simplicity between meetings by providing documentation and correspondence regarding their decisions, and progress towards execution. For over nine years, Karen has been keeping the office running smoothly so everyone else can focus on clients’ strategic planning. She brings over 31 years of experience, including 10 as a business owner.

Karen has held many chairmanship positions on community and school boards over the years. A second-generation Ohioan, she and her husband John have three grown children.