Meet Our Team
Kara Downing, CFP®
President & Founder
As a young college student, Kara helped settle her mother’s estate when she passed away of a chronic illness and helped to get her father’s affairs in order as he dealt with the onset of Alzheimer's disease. This difficult experience catalyzed her future: one in which she would dedicate her life to using her psychology and accounting education to assist other individuals, no matter what circumstances they are dealing with in life.
After spending a wonderful tenure at a premier wealth management firm in Cleveland, it was time to deliver her own holistic and unique approach to wealth management. She created Younity Wealth Partners to bring a deeply individualized, more balanced approach to wealth management, grounded in both personal experience and interdisciplinary expertise. Younity takes her passion for bringing order out of chaos and using it to help her clients accomplish their own dreams.
The Y-O-U in “Younity” speaks to the partnership between us that results when we work alongside one another as client and trusted advisor. When you become a client, we will work together toward the same common goals – those that are unique to you and you alone. Our philosophy is simple. As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
Kara is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and earned a Bachelor of Science degree in Business Administration, cum laude, with a concentration in Accounting from Bowling Green State University. She currently serves as Chair of the Financial Planning Association (FPA®) of Northeast Ohio Board of Directors, a non-profit volunteer organization that supports high standards of professional competence, ethical conduct, and growth of the financial planning profession as a whole. As a proud Northeast Ohio native and lifelong resident, she enjoys giving back to the community in which she lives. When she's not in the office, she volunteers her time and expertise helping underserved individuals and families by providing free, no-strings-attached, objective financial planning services. For fun, Kara enjoys traveling to new places and dining in so many of Cleveland's wonderful restaurants. As a member of the Cleveland Museum of Art and subscriber to Playhouse Square KeyBank Broadway Series for many years, she often finds herself in Downtown Cleveland for a new art exhibit or live show. In the summers, you can find her at any number of local farmers markets, arts and crafts shows, or hiking in the Metroparks. To unwind, she enjoys practicing yoga, sipping wine, and trying new recipes in the kitchen. Born and raised in Northeast Ohio, she currently resides in Macedonia.
Client Service Specialist
In her role as Client Service Specialist, Amy assists our office with account openings, processing transactions, and helping our clients execute their requests. She is extremely organized with a strong attention to detail. Her can-do attitude, along with her specialized skill set with technical tools, brings efficiency and accuracy to our operations process.
Amy most enjoys interacting with clients and serving in her role as liason with Schwab's back office.
Spending 13 years in the insurance industry as a Senior Sales Associate and Lead Administrator has provided Amy with the determination and dedication to be successful in our industry.
Originally from St. Louis, MO and having moved to Florida with her family as a child, Amy loves the outdoors, especially being on the water.
Client Service Specialist
Jan serves as our Client Service Specialist responsible for managing routine client requests, assisting with client relationship management, and helping optimize business processes. Consistently searching out new ways to streamline our processes, Jan's main focus is to provide the best possible experience for our clients.
After successfully running a lemonade and crackerjack stand at the age of 8, one which quickly branched into 3 more in the neighborhood, she embraced her entrepreneurial spirit head on. Prior to joining Younity, Jan spent 25 years in administrative support serving in the roles of Executive Assistant and Director of Human Resources. She also managed a successful financial advisory firm for 8 years.
Having grown up in Cocoa Beach and surfed as a kid, Jan recently developed a passion for stand-up paddle boarding. As a young widow who successfully raised four boys, Jan lives by her favorite phrase "Life is not in the breaths we take, but the moments that take our breath away."