Cara joined our team in June 2018 as a Client Service Associate. She is primarily responsible for servicing individual accounts. She handles client inquiries, manages the on-boarding process of new accounts, and facilitates the preparation of client review meetings. Her most recent experience was in banking, however she has 10 years of financial and insurance services experience in employee benefits and previously worked at T. Rowe Price. Cara currently holds her Series 6 and 63 securities registrations and her Maine Life Insurance license.
She earned her bachelor’s degree from the University of Maryland in History. A native of Maryland, Cara lives in Biddeford with her husband and their Shetland Sheepdog, Duby. She loves to travel, read, garden, do yoga, and spend time at the beach.