Kara Dorothy

Kara Dorothy

Sr. Financial Planner

I believe financial planning begins with numbers, but it succeeds through trust, understanding, and a shared commitment to achieving what matters most.

Meet Kara

Kara is a Sr. Financial Planner based in West Des Moines, Iowa. Kara joined Mercer Advisors in 2024 after serving at Mission Wealth as a Sr. Wealth Advisor Associate. Before that, she served at Mariner Wealth Advisors, Neuberger Berman, Mesirow Financial, and Kingsley Perkins and Company, LLC. Kara earned a B.A. degree in finance, with a minor in anthropology, from DePaul University and holds the FINRA Series 66 license. Kara is motivated by the chance to solve problems, keep learning, and make a meaningful difference.

Her working style

Kara’s style is highly analytical and client-focused. She enjoys conducting thorough research, asking thoughtful questions, and examining details to fully understand each client’s distinct situation. Kara is known for being approachable, dependable, and committed to helping clients navigate complex financial decisions with confidence.

Kara in real life

Any words you try to live by?

Stay curious, ask thoughtful questions, and never stop learning.

What keeps you busy outside of work?

Outside the office, I enjoy making memories with my young daughter, exploring local family activities, and serving alongside my church community. When time allows, you’ll often find me reading a good book or working on a painting.

What’s one thing you are surprisingly good at?

Solving puzzles.

Meet Kara ’s Teammates

At Mercer Advisors, we operate as a unified team. Get to know the teammates Kara counts on — and how they work together to support you.
Matt Busick

Matt Busick

Sr. Wealth Advisor

What Kara Says

Matt has a natural gift for teaching and is always helping me learn and grow. He has an unwavering focus on the client experience and encourages me to view situations from the client’s perspective. His mentorship is invaluable.

Lauren Kaniuk

Lauren Kaniuk

Wealth Advisor

What Kara Says

I love joining client meetings with Lauren. As a planner, I tend to focus on the small details and analysis. Lauren presents the material in ways that the client can understand, and she is every client’s biggest cheerleader. She translates complex planning into clear, actionable guidance, celebrates progress, and helps clients build realistic habits to strengthen their financial future.

Lindsey Starostka

Lindsey Starostka

Client Service Specialist

What Kara Says

Lindsey builds relationships with each client and the personal care she gives is inspiring.

Ready to learn more?

Mercer Advisors Team