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Welcome — I'm truly glad you're here.

My passion is helping people and communities I care about find clarity and confidence in their financial lives. I believe in offering guidance that’s progressive, thoughtful, and deeply empathetic.

My practice is rooted in a few guiding principles: discipline, integrity, and excellence. These values shape every aspect of my work, ensuring that the advice I provide is not only honest and straightforward, but also delivered with the highest standards and attention to detail.

I understand that every decision we make together about your wealth is personal—it affects your life and the lives of those you cherish. My goal is to help you create purpose and meaning with your wealth, so you can experience it in ways that feel authentic and fulfilling.

When we work together, I take the time to get to know you—not just your finances, but your dreams, priorities, and what matters most. I want your wealth management experience to reflect who you are and support the life you envision.

By entrusting your wealth management to someone who values discipline and integrity, you gain the freedom to focus on what brings you joy and balance. My hope is to help you create more space for what matters—whether that’s family, career, or simply enjoying life.

At the end of the day, I believe wealth management is about people and relationships. While trends and technology may change, the heart of this work is understanding and caring for the people behind every decision, and striving for excellence in all we do.

I’d love to hear your story and see if we’d be a great fit to work together.

Looking forward to connecting,

Kara

“Trust Is The Most Valuable Asset We Manage.”