Inside Look at a Wealth Management Firm with Kara Case - a podcast by Michigan State University Wealth Management Association

Kara is a Wealth Advisor at Herbert Financial Group in Auburn Hills, MI. Before she worked at Herbert Financial, she worked as an analyst at J.P. Morgan Asset Management. Kara graduated from Michigan State University in 2015 with a degree in Finance. She holds a CFA, CFP, and several other certifications and licenses. She now uses her degree and licenses to help give her clients a unique specific financial strategy.

Linkedin: https://www.linkedin.com/in/kara-case-cfa-cfp%C2%AE-3a793347/

Company Website: https://www.hfgllc.com/

WMA website: http://msuwma.com

WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ

Contact: msuwma@gmail.com

Song credits: Ian Renfer - Just Another [Home Demo].wav

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Website of Michigan State University Wealth Management Association