Kari HessDIRECTOR OF OPERATIONS
Kari Hess serves as the Director of Operations for United Capital Financial Advisors with 20 years of financial services experience. Prior to joining United Capital, she served with Professional Planning Advisors, LLC as a Registered Representative and Client Relationship Manager, where she was in charge of the operational oversight, trading, planning and compliance. Her focus is on developing a caring culture, both with the other team members and with our clients.
Kari’s professional background also includes 10 years in business management and sales. She graduated from Olivet Nazarene University in Chicago with a Bachelor’s Degree in Business Administration and Communication. Kari obtained her Series 7 securities registration in 2005.
Kari is originally from the Chicago area. She currently lives in Alpharetta and enjoys many outdoor activities, sports, backpacking in Montana or on the Appalachian Trial, reading and spending time with family and friends. She is also involved in Young Life, a relational ministry with high school kids.