Kara joined HFG in August of 2017 as a Wealth Advisor to provide holistic financial planning to individuals and families. Prior to this, she worked as an analyst in the Private Bank at J.P. Morgan in Scottsdale, Arizona. She worked on a team that covered over one billion in client assets to provide advice around investments, wealth planning, lending and goals-based wealth management planning. Kara is a proud Spartan having graduated from the Eli Broad School of Business at Michigan State University with a Bachelor of Arts in Finance and a Spanish minor.
Kara has earned the Chartered Financial Analyst designation. Kara is also a CERTIFIED FINANCIAL PLANNER™. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.