Kari plays a key role in ensuring our office runs efficiently and provides valuable support for MiChelle and clients. She manages a wide array of duties, including handling service requests, managing client accounts and assisting with our team’s marketing efforts.
Personable and detail-oriented, she strives to ensure clients receive timely and thorough responses to each of their requests, and is committed to providing an exceptional client experience while helping advisors.
Before joining our team in March 2003, Kari was a Client Associate at Merrill Lynch and a Customer Service Associate at Key Bank. She earned an associate’s degree in Business Administration from Owens Community College.
Originally from Williston, Ohio, Kari lives in Millbury. Kari has two children, Michael and Joseph. In her free time, Kari enjoys spending time with her family, swimming, working out and reading.