Kara Walters joined intellicents in 2018 and brings more than 10 years of industry experience. She has a background in retirement plan consulting, focusing on client service and building relationships. Kara instills confidence and comfort with clients as their business partner to help them achieve their goals and ease the overall administration burden of the retirement plan.
education & certifications
Kara obtained her Master of Science Management in Business Management from Baker University and her B.S. in Political Science from the University of Kansas. Kara has previously passed the following securities exams:
Series 6: Investment Company and Variable Contracts Representative
Series 63: Uniform Securities Agent
Series 65: Uniform Investment Adviser
Life and Accident/Health Insurance
my idea of
living the dream
My dream is to be financially secure and in control of my finances so I may enjoy life without financial stress.
this is my
A role where I may enhance the experience of individuals and focus on achieving their goals and objectives.
this is how i
make it real
Enjoying new experiences through traveling, spending quality time with family and friends and cheering on my favorite sports teams.