Meet Karen Hurlbert: Client Services Assistant

American Investment Planners LLC

500 North Broadway, Suite 260, Jericho, NY 11753

(516) 932-5130 / (866) 932-5130

At American Investment Planners LLC, we work as a cohesive unit to develop and deliver the most beneficial solutions to each of our clients. We pride ourselves on the fact that our firm is built on a group effort, and since it is so, we invite you to become a part of our team by getting to know each of our experts individually. Today, we would like to feature Karen Hurlbert, Client Services Assistant for Brian Amato!

A current resident of Islip Terrace, New York, Karen Hurlbert has been a part of the insurance and securities industry for over 20 years. Karen began working as a new business accounts processor at MetLife, which encouraged her to pursue a lifetime career in the life insurance industry. In 2013, she officially became a part of the American Investment Planners LLC team, helping to oversee Brian Amato's clients.

With a New York State Life, Accident and Health Insurance license, Karen thrives on being able to help people - a key part of her role here at our firm! And although life insurance was her main focus, she is enjoying the opportunity to tackle additional financial planning tasks as she works alongside Brian.

When she isn't busy helping one of our many clients, Karen finds joy in spending time with her son, Michael. Furthermore, she spends a lot of time on foot and can be found participating in 5ks, 10ks, and even half marathons!

Here at American Investment Planners LLC, we are so happy to have Karen as a member of our team! Her dedication to our firm and our clients certainly does not go unnoticed, and we look forward to seeing her continue to excel in her position!

For more information about Karen, please check out her employee bio on our website!