Kari is a big believer in enabling clients to make fully informed decisions about their trusts. So she helps you envision all your options before deciding on a course regarding how trust assets will be used, when and by whom. This extra work up front, she says, usually means fewer regrets and better outcomes for the trust beneficiaries over many generations.
In addition to her work managing and administering trusts, Kari also loves to help her clients make a difference. Often, this involves helping them create meaningful legacies that benefit causes near and dear to their hearts.
Designations and Education
- CERTIFIED FINANCIAL PLANNER™ certification
- B.A in Psychology
University of Washington