Kara Dorothy Sr. Client Advisor Associate Mission Wealth

Kara Dorothy

In by Mission Wealth

Kara Dorothy Senior Wealth Advisor Associate

Kara Dorothy

Senior Wealth Advisor Associate

Chicago

(312) 212-6862

CONTACT KARA

Kara Dorothy

Senior Wealth Advisor Associate

Chicago

(312) 212-6862

CONTACT KARA

"I cherish building relationships with my clients. There's nothing more rewarding than working closely with them to help make their financial dreams become a reality."

Kara Dorothy is a highly experienced Senior Wealth Advisor Associate at Mission Wealth, where she serves the Midwest region, including Chicago and St. Charles, Illinois; Indianapolis, Indiana; and the surrounding areas. In her role, Kara works closely with a team of expert advisors, using her extensive financial knowledge and expertise to analyze clients' current financial data and create customized financial plans, comprehensive wealth management reviews, and detailed year-end reporting. Kara's exceptional skills in financial planning and wealth management stem from her deep commitment to delivering exceptional service and guidance to her clients.

"I cherish building relationships with my clients. There's nothing more rewarding than working closely with them to help make their financial dreams become a reality."

Kara Dorothy is a highly experienced Senior Wealth Advisor Associate at Mission Wealth, where she serves the Midwest region, including Chicago and St. Charles, Illinois; Indianapolis, Indiana; and the surrounding areas. In her role, Kara works closely with a team of expert advisors, using her extensive financial knowledge and expertise to analyze clients' current financial data and create customized financial plans, comprehensive wealth management reviews, and detailed year-end reporting. Kara's exceptional skills in financial planning and wealth management stem from her deep commitment to delivering exceptional service and guidance to her clients.

Learn About Kara Dorothy

Professional Background

Kara Dorothy's passion for wealth management and financial planning was ignited during her internship at Kingsley Perkins and Company while she was in college, and she has continued to pursue her passion ever since. She has worked at various firms throughout the Greater Chicago Area, further developing her expertise in financial planning and investment management. Throughout her career, Kara has placed great importance on continuing education and staying up to date on the latest industry developments. As a testament to her commitment to excellence, she is currently working towards earning her CERTIFIED FINANCIAL PLANNER™ designation, which will enable her to better serve her clients and provide them with the highest level of service and support.

Kara graduated and achieved Dean's List from DePaul University in 2013 and majored in Finance with a minor in Anthropology.

Personal Pursuits

After spending time in Chicagoland, Kara Dorothy calls Des Moines, Iowa home. She loves exploring the Des Moines area, discovering new restaurants, and spending time in nature. Kara is an avid runner and enjoys hitting the trails to stay active. She also has a passion for playing golf, and loves nothing more than a board game night with friends and family. When she's not pursuing her hobbies, Kara cherishes spending time with her nephew and niece.

Community Impact

Kara is a passionate advocate for giving back to her community. She is a dedicated volunteer at her local church, where she serves as a caregiver for children and contributes to their special needs program.

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About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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