‍Say Hello To

Kara Mitchell

Director of Wealth Advising

I have worked with Paul, Jill, and Karole since 2009. I take great pride in financially guiding and educating clients, team members, and the next generation of advisors. I firmly believe proper mentorship is the key to a better team at ISTO and better client experience.

I am a CERTIFIED FINANCIAL PLANNER^® professional (2013), a Certified Private Wealth Advisor^® (2020), and a Certified Divorce Financial Analyst^®(2022). I earned my bachelor’s and master’s degrees in finance from Walsh College.

My husband, Reed, a retired Navy veteran, and I share a love for travel and enjoy living in downtown Detroit. I take pride in my children, Makaella and Charles, who have grown into kind, caring, and responsible adults. I am committed to making a positive impact on my community and those around me.

Why I joined ISTO…

I always knew I wanted to help people. When I took Paul’s class in college and saw how passionate about how he helped people with their money to achieve their dreams and aspirations he was, I knew that would be how I could also help people.

How I am In Service To Others…

I believe I treat people the same way I would want to be treated. I take pride in being able to help others, whether it is my coworkers, my clients, my family and my friends.

The Core Value I resonate most with at ISTO is…

Putting others first… always. This resonates with me the most. I try to go out of my way to be kind and to spread joy any opportunity I get. I will drop what I am doing when one of my coworkers needs me and I make every one of my clients feel like they are my only clients!