Kari Harber

Registered Client Service Representative
Kari.Harber@stephenswmg.com

Kari Harber is a Registered Client Service Associate with 20 years of experience in the wealth management and financial planning industry. Her focus has always been on providing an unparalleled client experience. Kari primarily works in support of Sherri Stephen’s clients. She came to Stephens Wealth Management Group after 11 years working at UBS, and prior to that worked at Merrill Lynch.

Service & Leadership

Kari is heavily involved in her home community of Montrose, MI. She is a member of the Montrose Sports Booster and Montrose Football Club, in charge of organizing the annual football fundraisers.

Kari's Money Story

“Growing up, my parents always encouraged us to put half of any money we earned into our bank account. I remember being frustrated when I would make a couple dollars babysitting or doing chores, and then having to “give” half of it away. At the time, I did not see the benefit of saving towards my future. Looking back, the lesson my parents taught me about saving for the future provided a strong foundation for the financial comfort and security I’ve built today.”

Kari Harber

Education

Series 7 General Securities Representative License
Series 66 Uniform Combined State Law Security License
Certificate in Paraplanner Development

Outside the office

When not at work, Kari and her husband Jeremy spend the summers camping with friends in northern Michigan. They enjoy spending time watching their children’s athletic events and hanging out with their three dogs. Their oldest daughter is currently studying at Central Michigan University and their two other children attend Montrose Community Schools. Kari grew up in Chesaning, MI, but now calls Montrose home.

"Leave Nothing To Chance."

Michigan

5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
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Florida

712 S. Oregon Avenue
Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
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