Cara Proctor

Kara Proctor, MBA, CFP®

Financial Advisor, Financial Planning Director
Location:

Bio

As a financial advisor, Kara Proctor is driven by the profound experience that arises when combining a client’s unique situation and goals with careful planning, empowering them to make the decisions that bring greater meaning and joy to their lives. Having spent her entire career in the wealth management industry, Kara has a depth of experience and knowledge to draw from when advising clients through life’s many twists and turns.

Kara also serves as the director of financial planning, where she extends this passion to deliver an exceptional financial planning experience to all the firm’s clients.

Kara is an active member of the community, volunteering in organizations such as the Superior Douglas County Family YMCA, Duluth Superior Eco Rotary, and in various youth organizations that her children are involved in. Kara and her husband are always on the go, as they have three children who keep them engaged in all sorts of fun adventures.

Education and Accreditations

  • Bachelor of Business Administration in Financial Markets, University of Minnesota, Duluth
  • Master of Business Administration, University of Illinois – Urbana-Champaign
  • CERTIFIED FINANCIAL PLANNER™ Certification

Professional Associations

  • Financial Planning Association
  • Arrowhead Estate Planning Council

Community Involvement

  • Duluth Superior Eco Rotary – Past President
  • Superior Douglas County Family YMCA – Treasurer
  • Superior Chamber of Commerce – Member

Let's talk