Since 2022, Cara has served as SRG Financial Advisors’ Director of Client Operations, helping ensure a smooth, efficient client experience throughout the onboarding process. She assists with account setup, technology implementation, and administrative coordination. She works closely with advisors and clients to keep every step organized and on track. In her role, she oversees new business processing and tracking and provides ongoing operational support to the advisory team.
Prior to joining SRG, Cara worked as a teacher, where she developed a passion for helping others. Her attention to detail and commitment to service create a seamless experience, allowing advisors to focus on helping clients pursue their financial goals with confidence.
Outside of the office, Cara enjoys spending time with her husband, Kyle, family, friends, and their dog, Melody. She enjoys boating, exploring new restaurants, and building meaningful relationships within her community.
