Karen Lehman

Karen Lehman, CPA, PFP, serves as Senior Vice President of Finance and Finance Consultant at NFP since March 2019. Prior experience includes Senior Business Initiatives Manager at USI Insurance Services, overseeing the integration of Wells Fargo offices, and Business Initiatives Senior Manager at Wells Fargo, where initiatives were developed to enhance operational excellence and customer experience. Karen held significant roles at Wachovia Insurance Services, Inc. as CFO and COO, and at Palmer & Cay Insurance Inc. as CFO, managing comprehensive financial and operational functions. Additionally, experience as Controller at Carswell of Carolina Insurance Agency and as a Certified Public Accountant at various public accounting firms completes Karen's extensive background in finance and management. Karen earned a Bachelor of Science degree in Accounting from The University of Akron.