Kara is drawn to paperwork, the fine print, deadlines, balance sheets—all the nitty gritty—like a bear to honey.
“Taking care of the details is my way of taking care of people. If a client needs me to pay a child’s college tuition, done. If a client needs me to monitor their checking account, done. If a client needs me stay on top of insurance premiums, done.”
Kara’s “to-do” list is long and ever-changing. “Supporting a client requires being flexible, agile and good-humored. No two days are alike. And no two clients are alike. My job—which I love—is to make certain their peace of mind is a constant.”
- B.A. in Human Resources, Virginia Tech
Leadership & Community
- Financial Planning Association Member