Client Service Associate
Kara Owen joined Vertex in 2022. She taught for 7 years in the elementary education setting in the suburbs of Chicago. At Vertex Planning Partners, Kara uses her skillset as an educator—communication, organization, innovation, and leadership; to focus on client relations and service.
She earned a Bachelor of Arts in Education from The University of Iowa and her Master of Education from Benedictine University.
Kara resides in Naperville, IL with her husband and three young sons. In her free time she enjoys working out, reading, spending time with friends, and going on walks.
Managing Partner
Managing Partner
Managing Partner
Managing Partner
Partner
Director of Portfolio Management
Director of Financial Planning
Senior Wealth Advisor
Private Wealth Advisor
Associate Advisor
Portfolio Manager
Operations Manager
Relationship Manager
Client Service Team Leader
Administrative Manager
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate