Kari began working for Lincoln Financial Advisors in 2001 as an intern and continued during summers while studying at the University of South Florida. She transferred to Florida Atlantic University in 2004 in order to take a full time position with one of Lincoln Financial Advisors' financial planning groups while completing her Bachelor’s degree in Business Administration.
Kari continued to work in the finance industry, spending some time at RBC Wealth Management before she began working with Michael Sullum as his planning assistant in 2011. She holds a Series 7 securities registration as well as a life, health, and annuity license. As a key contact for clients, she is responsible for the setup and servicing of investment accounts and insurance policies and many other areas of Michael Sullum’s practice. Her history and experience with technology has given her a deep understanding of the ways in which technology can help simplify our client’s lives.
Kari was born and raised in Florida. She and her husband Cory enjoy traveling, reading and spending time with their family.