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.
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