Meet the Experts Behind Your Success

Kara is a Client Service Associate at SAX Wealth Advisors. In her role, she works with the team’s Wealth Advisors to ensure the best client service experience. She also gathers and evaluates financial information to develop financial plans, and generates documents for effective client interactions. Lastly, she participates in client meetings and ensures client needs are met.

Kara has over 16 years of experience within the client services industry, focusing on business operations and human resources, and a year’s financial planning experience.

She is an avid golfer and tennis player and is married with two adult children.