Director of Client Experience & Operations
Kara joined Stein Wealth Advisors in 2019 as the Director of Client Experience & Operations. Her responsibilities include providing first class client service, addressing basic 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 Manager for the Washington County Chamber of Commerce.