Kara Scott

Kara joined Asset Management Group in February of 2024 and is a licensed assistant for LPL Financial Advisor and Asset Management Group Partner, Matthew Donner. Having a strong background in customer service, she enjoys striving to provide clients with the best help possible, connecting with people, and making others feel appreciated.

In her role as Matthew's assistant, her responsibilities include:

• Maintaining all client records and files
• Scheduling client appointments and meetings
• Communicating with clients and servicing any requests
• Client account opening, deposits, transfers, and reports

Kara has lived in Chico for 10 years and continues to enjoy the growing community. She loves exploring new restaurants, yoga, cooking, and spending time with partner and friends.

She maintains FINRA Series 7 and 66 security registrations through LPL Financial.

Se habla Español.