
As an Executive Vice President at Seventy2 Capital, Kara’s focus is on building relationships with her clients while maintaining strong professional support. She believes listening is key to understanding goals and financial concerns. Each client is unique; Kara builds a foundation for their investment plan based on a clear understanding and prioritization of each of their major life goals. Her dedication and periodic client reviews help ensure the plan remains on track. Kara adheres to a multi-step process to tailor each client’s plan, so they can be better prepared to adjust for any potential challenges along the way.
Kara began her career in the financial industry with Wells Fargo Bank in 2004. She completed the Licensed Banker program at Wells Fargo in 2012 and became a Financial Advisor in 2015. She believes her diverse background in banking services and investment planning makes her a natural fit as an advisor, helping clients pursue their goals. Kara studied Organizational Leadership and Supervision at Indiana University/Purdue University of Fort Wayne.
Outside of work, Kara is an active community volunteer, serving local non-profit organizations. She currently volunteers as the Chair of the Finance Council at St. Joseph Catholic Church and teaches religious education to the 8th graders at the parish. You will probably notice Kara’s love for plants when you visit her office. She has been building quite the collection over the past few years. Kara enjoys spending time with her husband Paul and their three wonderful kids: Emanuel, Ava, and Ella. They live an active family lifestyle and spend many evenings at sporting events.
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