Karen started with SRP in December 2016. She currently provides support for Plan Sponsors, Participants, Record-keepers, TPA’s, fund companies, and other industry professionals.
Karen lives in Williamsburg, Virginia with her husband and two children but is originally from North Carolina. She loves to spend time with her family and friends at the beach or around a fire. In her spare time, she enjoys conducting science projects with her kids, reading and writing, and relaxing on the beach.
North Carolina & Virginia Team
Bert Moody
Retirement Plan Consultant
Karen Hagerman
Relationship Manager, Operations
Rachel Bielefeld
Relationship Manager, Operations
Jenna Barcley
Marketing Assistant, Greensboro
Jonathon Schultheiss
Managing Director, Greensboro
Craig Dewey
Managing Director, Mid Atlantic