As the Director of Workflow, Kara is responsible for overseeing our Implementation team and works closely with the Directors of Planning and Client Services and the Planning Analysts, as the liaison between them and our compliance department to maintain compliance on client accounts.
Prior to joining MWA, Kara worked in the automotive industry for over 20 years. She was an office manager, supporting the President, Vice President, and Center Manager in a luxury automotive group in Baltimore. She is a gold certified warranty administrator for Jaguar and Land Rover products. Her experience also includes GM warranty administration and compliance as well as leading the audit team for periodic and factory audits.
Education and Certifications
Life & Health Insurance Licensed
Financial Paraplanner Qualified Professional™
Continuing Education courses related to the industry