Karen Dollar is a client service coordinator in BFG’s Individual Financial Consulting department. Karen is responsible for understanding client history, objectives, action plans, asset allocations, insurance products, and investment accounts in order to be the primary contact for all assigned clients. She supports the financial consultants with ongoing client communication and review meeting preparation. She also is involved with BFG’s Sunshine & Holiday Committee, which manages the firm’s internal celebrations.
Prior to joining the BFG team in 2022, Karen had years of experience as an Executive Assistant, most recently working for 11 years with the top executives of a large local car dealership. She also has experience processing payroll and working in HR and has been a substitute teacher.
Karen is originally from Tampa, Florida, and settled in San Antonio when her husband of 36 years retired from the military. They have 2 children. Karen enjoys going to the wineries and trying different types of food at new restaurants. She also likes reading and spending time with her family.