Kari Wolfson

Account Executive

Kari works directly with individual clients to manage their accounts and ensure all service needs and concerns are met. She joined Adviser Investments in 2011 after moving to the Boston area from Chicago, IL. 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. She is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association. Kari lives in Needham, MA with her husband, son and sheepadoodle. She enjoys traveling and cheering on her home team, the Iowa Hawkeyes.