As a Wealth Associate Intern, Klara handles daily tasks to help create an exceptional client experience by following up on client requests, portfolio analysis, and financial research. Klara will be attending Madonna University in the fall, on her way to a degree in Business Management, with a focus in Finance.
Klara has a passion to help individuals, families, and business owners prepare for retirement. She is dedicated to delivering a tailored and valuable client experience that focuses on getting to know the client and their family to help them achieve their goals. Klara enjoys building meaningful relationships and is excited to help you in your journey to financial success.
Outside of work, Klara enjoys spending time with family and friends, traveling to new exciting destinations, playing volleyball, and maintaining a healthy lifestyle by working out regularly