About
Kari
With over 20 years of wealth management experience, Kari’s primary role is to deliver exemplary service and support to Focus Partners’s clients and advisors during each step of the wealth management process. She acts as the liaison with the firm’s custodians and works directly with advisors to provide seamless transitions for new clients and continued support throughout their relationship.
In her spare time, Kari enjoys curling up with a good book or crossword puzzle and traveling to France to visit her family.
With over 20 years of wealth management experience, Kari’s primary role is to deliver exemplary service and support to Focus Partners’s clients and advisors during each step of the wealth management process. She acts as the liaison with the firm’s custodians and works directly with advisors to provide seamless transitions for new clients and continued support throughout their relationship.
In her spare time, Kari enjoys curling up with a good book or crossword puzzle and traveling to France to visit her family.