Kari Phillips

CFP®
CERTIFIED FINANCIAL PLANNER™
Registered Representative, RJFS

Kari began her career at Hickok & Boardman Financial Planning 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 Associate 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,  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.