Kari Roehrich
Financial Advisor
CEPA®
Office Information
Contact Kari
Team Office
Kari’s Locations
Minnetonka, MN 55305 (952) 473-1116
About Kari
Kari Roehrich is a Financial Advisor with more than 20 years of experience serving ultra-high-net-worth individuals, families, and entrepreneurs. She works with clients as they navigate complex financial decisions through financial planning tailored to their circumstances, ongoing guidance, and attentive client service.
Originally from northern Minnesota, Kari learned the value of hard work and integrity from her parents, principles that continue to shape her approach to advising today.
Kari and her husband, Devon, are raising their three daughters—Olivia, Elizabeth, and Charlotte—in Minnesota. Outside of work, she enjoys spending time outdoors with her family, supporting her daughters’ activities, and connecting with friends and loved ones.
Education
- BS - Business Management, Minnesota State University Mankato
Additional licenses and designations
- California Insurance License # 4468573
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