Kari joined HB Wealth in April 2026 as an Administrative Associate, where she plays a key role in supporting financial partners and enhancing the client experience. She coordinates aspects of client meeting preparation and follow-up. In addition, Kari serves as the front desk administrator for the Alpharetta office, acting as the first point of contact for clients and visitors. She oversees the reception area, ensures a welcoming and professional environment, and provides comprehensive executive administrative support across the team.
Kari has 10-plus years of experience supporting financial operations, administrative workflows, and cross-functional teams in fast-paced environments. Known for accuracy, reliability, and a calm, solution-focused approach, particularly when managing high-volume tasks and tight deadlines.
In her free time, Kari enjoys hiking, long walks, and watching her favorite Chicago sports teams whenever possible. She also enjoys gardening, connecting with friends, and making memories with her husband and two children—along with plenty of attention for her two dogs.