Karen Caruso, FPQP™

Client Services Manager
Serving DCM Clients since 2012

Karen Caruso, FPQP™
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Karen Caruso, FPQP™

Client Services Manager
Serving DCM Clients since 2012

Karen joined DCM in July 2012 as Client Services Manager and is teamed with Portfolio Manager Marvin Wright. Karen and Marvin serve as the go-to Team for DCM tax planning, so you can always count on them to be working extra hours leading up to the April deadline. Karen earned the Financial Planner Qualified Professional designation in 2014.

She graduated from St. Joseph College in Connecticut with a Bachelor of Arts in American Studies. Her career has covered a wide array of industries including technology, education, manufacturing, natural gas retail, and the military. Karen served four years in the US Navy and was stationed at the Washington Navy Yard and The Pentagon. She’s lived in Virginia, Upstate New York, Connecticut, and Massachusetts, before moving back to Southern Indiana in 2005.

Karen was a member of the International Association of Administrative Professionals (IAAP) in which she served as an officer and chaired several committees. She has completed the Purdue Master Gardening course and is now an Advanced Master Gardener. She also enjoys sewing, knitting, reading, bird watching, gardening, and travel. Most of her spare time is spent in her gardens.

Since moving back to Evansville, Karen has enjoyed seeing more of her family and friends. She enjoys getting back to the mountains and ocean whenever possible. Karen and her husband, Joe, now reside in Newburgh.