Kari began her career at Hickok & Boardman Capital Management in 2002, a few years after graduating from UVM with a degree in psychology. She joined the firm as an administrative assistant and has grown into her role of Financial Planner, with a focus on comprehensive financial planning. She holds her Series 7 and 66 licenses and earned the CERTIFIED FINANCIAL PLANNER™ certification in 2010. A born-and-raised Vermonter, Kari lives in Winooski with her husband, Eli, and her daughter, Adeline
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.