Meet the professionals who can help you FOCUS on your goals.

Kara is passionate about helping individuals and families turn their financial dreams into reality using actionable and well-thought-out financial strategies.

Kara has been involved in the financial services industry for more than two decades, working for well-known firms such as Wells Fargo Bank, Merrill Lynch, Sonoma National Bank and others. She also served as the financial services manager for a local commercial insurance agency before opening her own independent practice in 2010. Today, Kara focuses on helping clients determine what prosperity means to them and designing custom solutions to help them achieve their goals while reducing their current and future tax burdens. Her F.O.C.U.S. Retirement Strategy is designed to help clients make their wealth work for them by creating a solid plan for the road ahead.

“FOCUS on your financial future,” Kara advises. “It is never too early or too late to plan. No regret or judgment; we are where we are.”

Kara is a financial professional who holds a life and annuity license and has passed the Series 6, 7 and 63 securities exams. She has been featured on FOX, CBS, ABC and NBC and in North Bay Magazine.

A lifelong resident of Sonoma County, Kara loves spending her free time with her husband, Chris; their children, Justin and Genevieve; and their boxer, Willow. Away from the office, Kara also enjoys yoga, hiking, meditating and shopping.