Many life changes have lead me to where I am now. I’ve worked in the printing, high tech publishing, and mortgage industries, I’ve owned and managed several small businesses, and I’ve volunteered for a variety of organizations. Along my varied and interesting career path I discovered a love of and talent for helping people and businesses connect with each other.
I also love helping people with their insurance protection. My mission is to understand my clients’ risks and provide them with great coverage so they feel safe, secure, and protected. My ideal clients are folks with acreage property, generally 1-10 acres. If people have property with a barn or a workshop they have special coverage needs.
I have a passion for working with women who are going through changes and transitions in their lives. I work with a team of people (mortgage lender, Realtor, financial advisor, CPA) to help guide our mutual clients to a place of security and peace.
Cara is a Financial Advisor with Raymond James. She started working at Raymond James Financial Services, Inc. in 2009 as a Registered Sales Assistant and eventually decided to take the plunge to become a Financial Advisor.
Prior to being an advisor, Cara developed relationships with numerous clients of the branch and helped them with the administration of their accounts. She at that time realized that she wanted to be more involved with the planning and investment process and began her transition to a Financial Advisor.
Prior to working at Raymond James, Cara worked for 10 years at Invesco Funds, where she was a supervisor in the Client Services department. She has always been interested in developing relationships with people and has found jobs throughout her career that will allow her to so.
Cara received her Bachelor of Science in Business Administration at Regis University in 2003. She holds Series 7, Series 66 and Series 26 FINRA licenses and Colorado Life and Health license. When Cara is not in the office, she is the mom to two wonderful children who keep her busy with many activities, including dance and gymnastics. She makes her home in Parker, Colorado where she enjoys binging on Netflix, cooking and spending time with her family.
I help individuals, families and small businesses create unique financial plans so they can feel confident in their future.