Kari works directly with individual clients, managing their accounts and ensuring that all their service needs are taken care of. She joined Adviser Investments in 2011 after moving to the Boston area from Chicago. Kari previously worked in a client service role at Astor Capital Management. She graduated from DePaul University in 2008 with a B.S. in finance. In 2023, she was honored in Boston magazine for the second time as a Five Star Wealth Manager. She is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association. Kari lives in Needham, MA, with her husband, sons and sheepadoodle. She likes traveling and cheering on her home team, the Iowa Hawkeyes.
Five Star Wealth Manager (2022, 2023)
Automate your savings. “Do not save what is left after spending; instead spend what is left after saving.” ― Warren Buffett
85 Wells Avenue, Suite 109Newton, MA 02494
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Multigenerational Financial Planning
Employee Benefits Maximization
Cash Flow Planning
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