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 2022, she was honored in Boston magazine as a Five Star Wealth Manager. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) 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/.
Our first—and most important—step is getting to know you. Your personal relationship team will work with you to develop a full understanding of your financial needs and goals—as well as your passions, values and aspirations.
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