Kari Frink, CFP®
Senior Wealth Analyst & Trust Services
Kari helps to develop, implement and oversee wealth strategies for high-net-worth and ultra-high-net-worth individuals and families, including the administration of trusts. To her work, she brings more than 15 years of experience in wealth management with a focus on the client relationship built on empathy, care and clear communication. A deep understanding of each client’s unique needs and concerns is essential, Kari believes, to creating financial roadmaps that clients can understand and feel confident about.
In her work with trusts, Kari strives to bring to life the grantor’s intent in creating the trust and she feels honored to be part of that process. A major focus is advising and educating trust beneficiaries so they understand the purpose of the trust and can be better stewards of trust assets for the benefit of current and future generations.
Before LNW, Kari was a senior client associate at The Private Bank at Wells Fargo and a registered client associate at Jordahl & Sliter Wealth Management in Montana.
- Certified Financial Planner™ professional
- B.A in Psychology, University of Washington
- Volunteer, Behind the Badge Foundation
Spending time with family or in nature, cooking, reading, strength training, movies.