Kari serves as our managing director of operations. She has more than 20 years of financial services experience. Over the years with us, she has fulfilled many roles on the operational side. She currently oversees trading, planning, training and compliance. Her focus is on developing a caring culture, both with the other team members and with our clients.

During recent years, Kari was recruited to join the TD Ameritrade Operations Panel. She served on the panel for three years, collaborating with them in the development of processes, tools and systems and sharing our views on how these impact advisors and clients. Her professional background also includes 10 years in business management and sales. She graduated from Olivet Nazarene University in Chicago with a bachelor’s degree in business administration and communication. Kari obtained her Series 7 securities registration in 2005.

Kari is originally from the Chicago area. She currently lives in Alpharetta and enjoys many outdoor activities, sports, backpacking in Montana or on the Appalachian Trail, reading and spending time with family and friends. She is also involved in Young Life, a relational ministry with high school kids.