homeMeet the TeamKaren Lee Monferdini Wells

Karen Lee Monferdini Wells

Financial Advisor Assistant

Karen Lee Monferdini is a Financial Advisor Assistant. She provides high-level administrative support as well as client services and communication. Karen Lee graduated from Berry College with a Bachelor’s of Science.

Karen Lee was formerly a Hoofstock and Carnivore keeper at the Fort Worth Zoo in Texas, and her love for animals is a big part of her life. She is currently involved in animal rescue with the Kershaw County Humane Society and the Cat Around Town Project.

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Financial freedom begins with a recognition. It is then followed by a decision to leave where you are in pursuit of where you want to be.
Bob Deaton, CFP, CMFC

It isn’t how much money I’m making that will determine my financial success. Rather it is how much I’m keeping and how hard it is working for me.
Jay Brown

If we are planning for our future, we have to begin with the present. If we don’t identify our starting point, we will not have a direction to walk towards.
Ken Calcutt, CMFC

In the pursuit of our financial goals, we must be willing to adjust our strategies.
Robert Templeton, CKA, CRPS, CMFC