With over twelve years of experience, Kara serves as the liaison for all client-related interaction, overseeing submission of new account applications and associated paperwork, maintaining client files and calendars for client meetings and related activities.
Exceptional client interface and support, highly developed and proficient financial record research, and friendly client communication skills enable Kara to provide excellent service and support to Jeff and his clients.
Always with a smile, Kara is here to assist our clients in each of their financial stages, from accumulation of assets during their lifetimes to disbursement of assets in retirement.
Kara lives in Prairie Village with her husband, Brad, and their daughter, Annie. Other members of her family include Luna, their chocolate lab and Dobby, their grumpy cat. As a proud graduate of the University of Kansas, she is always ready to cheer on her KU Basketball team.