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.
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.
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