Karen Murray

Karen Murray

Client Relationship Manager for Luke Stuart, CFP® & Julie Thomas | Rochester Location

kmurray@crossbridgefinancial.com

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 currently resides in Greece, New York and has an adult daughter and son.  Outside of work, she enjoys traveling, spending time with family and friends and trying new things.

Client Service Associate

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Office Locations: Rochester