The right moves for your financial future

Wealth management, in my view, goes far beyond simply managing investments—it's about shaping a legacy of financial freedom and lasting security. My mission is to empower clients through education, transparent communication, and meaningful implementation.

My fascination with investing began early in life, influenced by my parents’ commitment to wealth management. I purchased my first stock at the age of seven, igniting a passion that has grown into a fulfilling career. Today, my focus encompasses comprehensive wealth management, proactive asset strategies, and thoughtful retirement income planning. As Senior Vice President at UBS Financial Services, I strive to live by the values of Integrity, Dedication, Excellence, Loyalty, and Gratitude in every client interaction.

I am proud to be a CU Boulder graduate, and I bring 30 years of experience from firms such as Dean Witter/Morgan Stanley, US Bank, Piper Jaffray, and now UBS. In 2002, I became a Certified Financial Planner™ and currently hold Series 7, 63, 65, and 31 licenses, along with Insurance and Long-Term Care credentials.

My wife and I have spent 31 wonderful years together in Castle Rock, Colorado, raising our three children. Outside of work, I’ve coached soccer and enjoy both skiing and golfing. Inspired by my kids’ martial arts journey, I joined them, and now we’re all proud black belts. I also teach Self Defense and hold a black belt in Mixed Martial Arts, as well as being a Krav Maga instructor.

Giving back is a passion of mine. Whether it’s through the local marriage ministry Re/Engage or supporting global causes like Agape International Missions and “Renew the Hope Orphanage” in Nicaragua, I am committed to making a positive impact in the lives of others.

Thank you for taking the time to get to know me a bit more. I look forward to continuing to serve clients and our community with dedication and heart.

With 15 years of experience in the financial services industry, I am a Registered Client Associate who takes pride in helping clients pursue their financial goals with clarity, confidence, and a sense of ease. I am committed to providing thoughtful, dependable support and fostering long‑term relationships built on trust, attention to detail, and exceptional service.

Outside of the office, I enjoy spending time with my family, staying active through my love of sports, and exploring my passions for cooking, food history, and travel.

Kara’s journey in the financial services industry began in 2004, starting as a bank teller and growing through roles such as personal banker and assistant branch manager. She later joined an independent wealth management firm in Littleton, Colorado, where she served as an executive assistant. In that role, she built strong client relationships through proactive, thoughtful support—an experience that deepened her appreciation for the long-term partnerships that develop between advisors and clients.

Kara joined UBS in January of 2023 as an executive team assistant and now brings her passion for client service, attention to detail, and relationship-building skills to our team.

Outside of work, Kara is a self-proclaimed foodie who enjoys cooking, gardening, trivia, and exploring with her dog, Margo.