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Our Professionals
Committed to providing excellent advice and superior client service, Kara Harmon is passionate about her role at Moneta Group. "I work in partnership with clients to achieve a common goal – the goal that the client defines. Once accomplished, we both share in this success. I am very proud to serve as an advocate for my clients and value the trust they place in me," she says.
Prior to joining Moneta Group in 2001, Kara served clients in the Family Wealth Planning group of Arthur Andersen LLP. Her primary focus was in the areas of tax and estate planning. This knowledge and experience is applied daily in her role at Moneta.
Kara's areas of expertise also include investments, education funding and retirement planning. She takes pleasure in sorting through the vast array of planning ideas to develop a comprehensive plan customized to each client's unique set of goals.
Kara enjoys traveling and spending time with her husband, Mike and young son, Nathan.
- B.S., Accountancy, Miami University – Oxford, Ohio
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER™
- ACCREDITED WEALTH MANAGEMENT ADVISOR℠
- Chartered Retirement Planning Counselor℠
- Selected as a FIVE STAR Wealth Manager℠ in 2009, 2010 & 2011
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