PROFESSIONAL SPECIALTIES
Over 8 years of experience working with Prudential and helping advisors assist their clients
5+ years of experience with LPL Financial working directly with clients' retirement plans
Focused on helping clients reduce their administrative burdens and fiduciary risk.
Dedicated to helping employees work toward a positive retirement outcome through careful analysis of their savings rate, investment strategy, and overall financial wellness.
QUALIFICATION
- Previous Firm—Prudential
- Bachelor of Business from Grand Valley State University
- Investment Advisor Representative (IAR)
- Hold FINRA Series 6, 63, and 65 securities licenses with LPL Enterprise
- Holds life & health insurance licenses
PERSONAL
Kara lives in Pinckney with her husband, Dustin, three children, and their golden retriever, Annabell. They have two sons and a daughter: Hayden, Gavin, and Layla. In her spare time Kara likes to travel and spend quality time with her family and friends. She is an avid sports fan (Go Lions! Go Michigan! Go Red Wings!) and enjoys taking her boat out on the lake during the summertime. Kara also enjoys creating gift baskets as a hobby with her mom.