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Kara L. Stanek

Kara L. Stanek

Director of Client Experience & Operations

Kara loves applying her innovative, outside of the box thinking towards promoting financial planning. It is her goal to encounter ideas that will make a lasting impression on the client’s experience. Kara enjoys providing reassurance to clients and building trust. She’s motivated to act as a resource, helping clients achieve a positive end result.

Kara joined Stein Wealth Advisors in February 2019 as the Director of Client Experience & Operations. Her responsibilities include providing first class client service, addressing client requests, managing office operations, and calendar management. Kara is also our marketing/events director and oversees all of our top-notch client events. 

Prior to joining Stein Wealth Advisors, Kara was the Marketing Coordinator for the Washington County Chamber of Commerce and Tourism Promotion Agency. There she worked to develop programming and marketing strategies for the chamber, tourism and one of the chamber’s many subsidiaries – POWER, A Women’s Networking Organization. She was also the Managing Editor of the bi-monthly magazine, designer of the monthly e-newsletter as well as other marketing materials and, at one point, managed the websites and social media activities.

Kara holds a Bachelor of Science in General and Operations Management from Indiana University of Pennsylvania (IUP). There she was a member of Alpha Sigma Alpha sorority serving as the Vice President of Alumnae and Heritage for two years. When Kara’s not providing first class client service at the office, she is with her dog, Kane, playing fetch or walking in the park at South Park. She especially loves going to dog friendly breweries where Kane can join in on the fun.