Kara Smith

We provide comprehensive financial planning, personalized wealth management, and tailored insurance solutions to individuals, families, and businesses.

Our approach is rooted in education, compassion, and collaboration, ensuring our clients feel informed, secure, engaged, and enthusiastic about their finances. Kara is a dedicated financial planner based in Bend, Oregon. With nearly a decade of experience, she specializes in comprehensive financial planning, including retirement strategies, investment management, and insurance solutions. Kara is passionate about becoming the financial advocate her family never had, guiding clients through financial challenges and helping them feel confident and proud of their finances. Kara focuses on building long-term relationships with her clients, offering compassionate and collaborative financial advice tailored to each client’s unique goals and needs. Kara’s biggest joy comes from being an integral part in her clients’ lives and watching as they achieve big milestones, goals, and eventually, their dreams! Kara holds many industry designations and has partnered with Northwestern Mutual since the start of her career. She is committed to continually advancing her education and expertise to become a thought leader and best serve our clients. Outside of work, Kara cherishes her role as a wife and mom. She enjoys outdoor activities, community involvement, and spending quality time on her family’s farm in Prineville.