Kari Harber serves as our Client Service Lead with more than 20 years of experience in the wealth management and financial planning industry. Her focus has always been on providing an unparalleled client experience. This focus and her background enable Kari to support the Client Relationship Associate team by developing and implement key processes and procedures, providing training and mentoring on complex topics, and stepping in to work with clients whenever needed. Kari also serves as a paraplanner in support of our financial planning team.
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.
Series 7 General Securities Representative License
Series 66 Uniform Combined State Law Security License
Certificate in Paraplanner Development
Outside of 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 daughter, Dylan, is currently studying at Central Michigan University, their son Levi will be attending Vanderbilt University in the fall and their youngest, Kadyn attends Montrose Community Schools. Kari grew up in Chesaning, MI, but now calls Montrose home.
Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG). SWMG is not a registered broker/dealer. SWMG investment adviser representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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