Experience and Education
Kara works with a senior wealth advisor to create comprehensive financial plans for clients that include wealth management, tax, estate planning and investment strategies. She also opens, maintains and reports on client accounts and serves as the primary contact for clients.
Prior to joining Mariner Wealth Advisors, Kara served as a client associate at Neuberger Berman where she handled day-to-day client requests, trading, performance reporting and creation of comprehensive financial plans for ultra-high-net-worth clients. Prior to Neuberger Berman, she worked as a client service manager at Mesirow Financial.
Kara has a bachelor’s degree in finance with a minor in anthropology from DePaul University.
In her spare time, Kara enjoys golfing, running, painting and volunteering at a local animal shelter and for the daycare at her church.