Meet Kara
Kara is a Tax Manager based in Denver, Colorado. She joined Mercer Advisors in 2023 after serving two years at FORVIS as Sr. Tax Manager. She is a certified public accountant specializing in tax compliance and is licensed in California and Colorado. She focuses on helping individuals, families, and small businesses complete tax filings and resolve tax matters. Kara earned a B.A. degree in business economics with an emphasis in accounting from the University of California, Santa Barbara, and an M.S. degree in taxation from San Jose State University.
Her working style
Kara is known for her steady approach and natural attention to detail. She takes pride in delivering accurate, timely tax solutions while keeping clients informed at every step. Clients can expect transparency, responsiveness, and a genuine commitment to their success from Kara and the team.
Kara in real life
What keeps you busy outside of work?
Most of my time is spent with my family: two kids; husband, Trenton; and dog, Whiskey. We love living in Colorado, where we can explore the mountains and stay active all seasons.
Any words you try to live by?
Stay organized, stay honest, stay kind.
Why do you like working at Mercer Advisors?
Mercer Advisors strives to deliver an environment where client success and trust is of utmost priority. I take pride in working as a trusted collaborator in my clients’ life decisions.
Meet Kara ’s Teammates
Steven Elliott
Director, Wealth Strategy — Tax Planning
What Kara Says
Steven is the go-to person for tax complexity. I trust him completely.
W. Thomas McNary
Principal
What Kara Says
Tom knows his clients like the back of his hand. He has a genuine interest and care for his clients’ well-being.
Jonny Evans
Senior Tax Associate
What Kara Says
Jonny and I work together all day, every day, as a team and aim to provide our clients with accurate results and responsive communication.
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