Karen Copeland

Pennsylvania State Icon Philadelphia-Exton, Pennsylvania
Marketing Tech Associate
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About Karen

Karen Copeland had over 25 years of experience as a software engineer/designer before joining EP Wealth Advisors in 2022. She was previously the Director of Technology for Warren Financial before it became a part of EP Wealth Advisors. Before that, Karen worked at a variety of businesses such as Unisys, Lockheed Martin and Miller Designworks. She enjoys working to make a company better suited to help people reach their financial goals, finding more effective ways to do business along with helping to make the company name well respected in the community. She always looks forward to spending time with her husband and adult children and their families on vacations and holidays. She recently had the joy of welcoming her first grandchild. Being outdoors, whether that is hiking, gardening, going to the beach or traveling to new places is how Karen enjoys any free time.

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University of Delaware, B.S., Computer Science

How can Karen help?


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