Cara enjoys assisting our clients and executes their requests promptly and accurately. “I deeply respect our clients’ time and goals and strive to communicate efficiently and resolve requests correctly in a one-step process,” she says.
She utilizes her excellent communication skills to help ensure a quality client experience. Clients appreciate having their needs understood by someone who will listen and then communicate a plan of action all the way through to a resolution. She takes great care to simplify anything we send to our clients so their process of reviewing and signing is simple and straightforward.
Before joining our team in 2011, Cara was an investment associate at SunTrust Investment Services. Previously in her career, she was an executive assistant, client support specialist and teller coordinator at SunTrust Bank. She earned a bachelor’s degree from Aquinas College and an associate’s degree from Nashville State Community College.
Cara is a Nashville native and lives here with her husband, Kraig. In her free time, she enjoys travel, scuba diving, reading and spending time with her dogs, Ollie and Mo.