About
Kari has over 15 years of experience in the wealth management world, beginning with her first position at MetLife. In her current role with Wealth Enhancement Group, she brings extensive experience working with ultra-high-net-worth clients and providing customized plans for estate planning, wealth transfer strategies, decedent trusts, and private placements. Kari understands the unique needs of business owners, as well as the many opportunities for corporate retirement plans.
Kari and her husband, Devon, have three girls and live in the northwestern suburbs in the Twin Cities. In her free time, she volunteers at church and mentors young adults. She also enjoys travel and running.
Education
- BS - Business Management, Minnesota State University Mankato
Resources from Kari Roehrich
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