Kari J. McKinley, CFP®
wealth advisor
Kari McKinley, CFP® is a wealth advisor at Capstone Financial Advisors. In her role, she provides financial planning services for high-net-worth individuals, their families, and their businesses..
Kari connects with people through clear, honest communications and helps everyone feel confident and secure throughout the entire process. Leveraging her previous banking and mortgage industry experiences, she enjoys helping clients understand all aspects of financial planning.
““I have a genuine interest in a client’s financial well-being. Sometimes what you see on paper may be very different than what’s really happening in someone’s life. Knowing clients can ask us the tough questions, especially in difficult situations, is vital,” she says.”
Invested in your future
As the financial planner supporting your wealth manager, Kari focuses on your wants, needs and goals. She makes staying current and competent in all areas of financial planning a priority, and her recommendations will always put your interests first.
“Only when we trust each other can we be aligned and successful. I work hard to ensure I’m impacting clients’ lives positively. When I’ve made their life easier by improving their financial position, I’m most proud of what I do,” Kari shares. ”
Building community
Kari is an active member of her church. She and her husband enjoy volunteering monthly at Feed My Starving Children, a local meal-donation organization. They’ve also volunteered at DuPage Pads, an organization working to eradicate homelessness. She loves spending time with her kids and the outdoors.
Kari is a CERTIFIED FINANCIAL PLANNER™ certificant. She received a Bachelor of Art in Elementary Education from the University of Illinois at Urbana-Champaign. Prior to joining Capstone, Kari spent 16 years in the banking and mortgage industry helping people buy their dream homes.
Kari's Perspectives
