" I love the daily interactions with my team members and our clients. Every day is different. "

Karen R. Werley

During her more than 30 years in the financial services industry, Karen has held positions across many departments including marketing, compliance, operations and client service. She even spent two years as a personal chef before joining Schneider Downs Wealth Management in 2005. Karen’s current position as one of our Client Service Managers gives her the opportunity to do what she loves most, talk to our clients and offer her assistance with their day-to-day needs. She also works with our custodians and provides support to the group’s investment professionals.

Karen is the proud mom of two adult children, a son and a daughter, and happy grandmother (known as O.G. – Original Grandma) of two rambunctious grandsons and one precious granddaughter. She and her husband, Scot, spend their spring, summer and early fall weekends sailing one-design sailboats on the Pymatuning Reservoir. She still loves to cook, often volunteering her skills for group events.

Professional Licenses & Designations

Investment Foundations™ Certificate, CFA Institute


Business Certificate

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