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Marathon Financial Strategies

  • Office: 770.353.6346
  • Cell: 770.493.6555
  • Email: wes@marathonfinancialstrategies.com

Marathon Financial Strategies

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  2. Karen Cooke

Karen Cooke

Karen Cooke
Operations Manager, Integrated Financial Group
Phone: 
770.353.6438
Fax: 
770.353.6359
E-mail: 
KCooke@TheBrainTrust.net

Karen has been working as Operations and Human Resources Manager for the past 15 years. Karen has been working as Operations and Human Resources Manager from the Consortium's inception.  Both advisors and their assistants are her direct clients. Her main objective is to assist the Managing Director, Don Patrick, in  creating a professional and responsive environment for the advisors, their assistants and their clients.

Areas Of Expertise

  • Managing Office Operations & Procedures
  • Bookkeeping Responsibilities
  • Coordinating Human Resource and Payroll Functions
  • Books & Records Maintenance
  • Managing Virtual Assistant Program 

Education/Certification

  • Diploma in Human Resource Development
  • Certificate in Office Administration
  • Certificates in Basic Annuities, Mutual Funds & Life Insurance Concepts
  • Outside the Office

Outside the Office

Karen is actively involved in coordinating and participating in Prison, Nursing Home, Community Services and Seniors Ministries in her church. She likes to read, travel, study prophecies of the Bible, and take family vacations.

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  • 200 Ashford Center North, Suite 400 , Atlanta, Georgia 30338 United States
  • Phone: 770.353.6346
  • Email: wes@marathonfinancialstrategies.com

Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through IFG Advisory, LLC, a registered investment advisor.  IFG Advisory, LLC, and Marathon Financial Strategies are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arizona, Colorado, Florida, Georgia, Maryland, South Carolina, Texas.

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