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.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC