Karen A. Forg is a Client Relationship Associate at Bartlett Wealth Management in Cincinnati. As a Client Relationship Associate, Karen acts as the primary point of contact for all client inquiries and administrative responsibilities. She serves as a liaison between the client, custodians, and advisory teams, as well as third-party accounts.

History at Bartlett

• Joined Bartlett in 1979
• Over 43 years of industry experience

Education

• Ball State University, Associate of Arts in Secretarial Service