Background & Focus:
Kari focuses on relationship-driven planning, wealth coordination, and client advocacy. She works closely with individuals, families, and businesses to help them gain clarity around their financial lives, understand their options, and move forward with confidence- particularly during periods of transition, growth, or uncertainty.
She brings a highly personal, empathetic approach to planning, grounded in deep listening, behavioral insight, and long-term relationship building. Kari is known for meeting clients where they are and creating an education-first environment that supports thoughtful, well-paced decision making rather than rushed or reactive choices. Kari believes financial planning works best when people feel heard, informed, and confident—not pressured or overwhelmed.
Prior to entering financial services, Kari built a successful career in client-centric, entrepreneurial environments where trust, accountability, and long-term relationships were essential. Over more than two decades working directly with clients and business owners, she developed a strong understanding of human behavior, decision making under stress, and the emotional dynamics that often accompany money. These experiences led her to financial planning as a way to help people create stability, clarity, and alignment in their financial lives.
Kari’s client focus includes women navigating life transitions, creatives, and members of the LGBTQIA+ community, as well as business owners and entrepreneurs. She is particularly passionate about working with individuals who value collaboration, education, and a planning relationship built on trust. Kari often serves as a steady guide, helping clients organize their financial picture and coordinate planning across investments, protection strategies, and long-term goals.
Her planning philosophy centers on clarity, collaboration, and trust. Kari believes financial confidence comes from understanding- not complexity- and works to ensure clients feel empowered to make decisions that reflect both their values and future vision.
Outside of her professional work, Kari values wellness, lifelong learning, volunteering, and creative expression. She enjoys staying active, lifting weights, spending time outdoors, and engaging in music and personal development practices that support balance and resilience- principles she also brings into her work with clients.
Education & Licensing
- Life & Health Insurance License
- Securities Industry Essentials
- Series 7
- Series 66
