Karen Murray
Client Relationship Manager for Luke Stuart, CFP® & Julie Thomas | Rochester Location
Professional
Karen joined Crossbridge Financial Group in January 2024 with more than 30 years of experience in the financial planning industry. As planning assistant for Luke Stuart and Julie Thomas, she provides comprehensive support and oversight for the daily operations of their businesses. Karen is professional, highly organized and detail oriented and is committed to providing a positive and efficient experience for all our clients.
Personal
Karen resides in Greece, New York with her chocolate lab, Bailey. She enjoys spending quality time with her adult daughter and son and getting away to her family’s properties in the Finger Lakes, attending concerts, enjoying nature, the many wineries and peaceful time at the lake.