Kari Phillis
Kari Phillips, CFP® Registered Representative, RJFS Director of Financial Planning, HBCM

Kari focuses on financial planning, helping clients navigate their goals for retirement, mitigate their taxes, plan for education expenses and organize their estate plan.

On any given day, you may find Kari doing anything from evaluating tax withholdings to running a series of retirement projections to see if a new scenario plays out favorably. She has helped clients decide which continuing care community might be right for them, and worked with attorneys to implement estate recommendations.

Kari has been focused on the planning side of the business formally since 2015, but informally well before that. It has enabled her to cultivate a deeper understanding of the non-investment side of our clients’ financial lives. 

She knows that many of our clients’ questions or situations are nuanced and involve factors that may not be immediately apparent. Her background in psychology has served her well in moments when understanding motivation and fostering personal connections are paramount.

Kari began her career at Hickok & Boardman Capital Management in 2002, a few years after graduating from the University of Vermont with a degree in psychology. She started in the financial field by chance as an administrative assistant, was offered opportunities to grow her career and progressed into her role as a financial planner. She holds the Certified Financial Planner™ certification and Series 7 and 66 securities licenses.

Kari is a Vermonter, born and raised. She grew up in Milton, Vermont, and now lives in Winooski, Vermont, with her husband, Eli, and their daughter, Addie. In her free time, she enjoys traveling, hiking with her family, and sitting out on the deck with a good book and a nice cup of coffee.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.