Karen has almost 30 years of sales and service experience in employee benefits. As a Benefits Specialist for Strategic Retirement Partners (SRP) in Oklahoma, Karen’s role is to provide client service and support relating to administrative and recordkeeping aspects of retirement plans.
Her extensive background in relationship management and support has been a key component of the positions she’s held throughout her career.
Karen holds a Bachelor of Science in Business Administration from Oklahoma State University.
She and her husband have 2 children. Karen is actively involved in their school and enjoys watching them compete in sports. In her free time, she likes to play tennis and cook.
Oklahoma Team
Marissa Soto
Relationship Manager, Operations
Karen Forbes
Benefits Specialist
Clay Downey
Manager, Client Service
Mark Forbes
Managing Director, Oklahoma