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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
As a Senior Wealth Strategist, Kara serves as a technical resource for Family Office Services, its clients and Oxford’s Managing Directors. Kara has been with Oxford Financial Group, Ltd. for nearly 20 years. Her primary focus is creating trust structures and estate strategies tailored to the specific needs and desires of Oxford’s multi-generational family clients. She often meets and collaborates with outside advisors who are part of the overall planning team for clients.
Excellence is a continual journey. To be successful on this journey, we must truly care about the people involved—both our clients and our associates—and have passion for what we do each day.
Prior to joining Oxford, she spent eight years in the tax department of Ernst & Young, LLP. While there, Kara worked with clients on estate and financial planning issues, reviewed complex income and gift tax returns and developed presentation and internal materials related to a variety of estate and gifting strategies. This experience allowed her to develop the gift, estate and tax technical skills to provide high-level planning support to Oxford’s client service teams.
Kara graduated from Purdue University’s Krannert School of Management with a Bachelor’s degree in Accounting and Finance, as well as a Master of Science in Industrial Administration. She has earned both the CPA/PFS and CFP® designations and is a member of the American Institute of Certified Public Accountants (AICPA) and the Indiana CPA Society (INCPAS).
Kara lives in south central Indiana with her husband and two children where she enjoys her family, the local professional theater and the tranquility of her rural setting. She is involved in her community, supports various organizations including the county foundation and is an Elder in her church.