Karen S. Mills, QKA
Karen’s focus is to provide value added services to business owners. She uses her expertise and management of technical details to design and administer company retirement plans that provide maximum benefits to owners at a minimal participant cost. Karen works out of our Burlington office and provides a full range of services, including consulting, compliance testing and correction work for both traditional balance forward plans and daily valuation plans. At Gilliam Bell Moser, Karen manages new staff training.
Karen services clients from a variety of industries, including health care, finance, manufacturing, construction, and professional. She joined the GBM team in 1997.