Managing Director of Client Experience
Kara has been providing comprehensive wealth management services to high-net-worth clients since 1998. In addition to her role as a Managing Director of Client Experience at Mercer Advisors, she leads the company’s InvestHERs initiative, focused on providing customized financial planning to serve the specific needs of women and working to increase the number of female professionals at the firm. As an inspiring thought leader, Kara is often interviewed by the news media and financial press on a variety of economic and market-related matters. She’s frequently interviewed by HerMoney, Barron’s and MoneyGeek, and regularly contributes to a column for Kiplinger.
Prior to joining Mercer Advisors, she was a principal and chief compliance officer at Duckworth Wealth Advisors. She is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Divorce Financial Analyst®, holds a Bachelor of Science degree in Business Administration from the University of Phoenix and is a member of the Financial Planning Association. Kara is the co-chair of the board for the Center for Investment and Wealth Management for the Paul Merage School of Business at the University of California, Irvine, which provides innovative financial education for all in the community.