Operations Manager & Assistant Compliance Officer
Karen Coker began her financial career in 1996 with PaineWebber. In 2000 she moved to Prudential and obtained the Series 7, 63 and 65 securities licenses. In 2004, Karen moved to Capital West Securities where she worked as a Registered Sales Assistant. In 2007 she was promoted to Operations Manager and obtained the Series 4, 24 and 51 and the Oklahoma insurance licenses. The firm changed names to Geary Securities in 2009 and then closed in 2012. Karen joined T.S. Phillips Investments in 2012.
Karen and her husband Bill are very involved in their children’s sports and spending time with family and friends.