Kari joined the firm in spring 2021 and supports William Bays while specializing in client relations, records and account servicing, new client onboarding, and team organization. A graduate of North Park University in Chicago, IL and Albany Law School in NY, she has a background in small business start-up, fashion, and law. Having lived in many locations, she brings to the table a knowledge of diverse backgrounds and cultures with a passion for customer service. She is proud to work on a team who is not only talented, but also full of integrity.
Now residing in Midlothian, VA, Kari spends her free time with her husband and their three children, traveling, reading, and seeking adventure.
Kari holds the FINRA Series 7 and 66 registrations and is Life/Health/Annuity Licensed.
Registered Representative of Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.