Karen Keatley, CFP®, CPA®, MBA

Education:

Peace College, AA

North Carolina State University, Bachelor of Arts, English, concentration in Technical Writing and Editing, minor in Business Management

Amy joined Keatley Wealth Management in 2013. The Keatley team joined Modera in 2020. Her prior career experience includes technical writing and editing, process reengineering, and technical project management in the financial services industry. In addition to managing the day-to-day administrative and office management duties at the firm, Amy is responsible for client account set up and servicing

Amy lives in Charlotte, North Carolina with her husband and three very active children. She enjoys volunteering at her church and children’s schools. Amy has a penchant for repurposing vintage furniture and accessories and enjoys hunting for treasures in her spare time.

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Modera Financial Planning & Wealth Management

7615 Colony Road
Suite 120
Charlotte, NC 28226
(704) 540-5535