KARI PEL, E.A., CFP®

KARI PEL, E.A., CFP®

Consultant

Specializing in working with ministers, churches, and nonprofit organizations, Kari has nearly 20 years of experience in tax preparation and financial advice.

At the end of the day, she knows she’s in the right business because of the wonderful feedback she receives from her clients. She loves to read, volunteer, and spend time with her husband, Jason.

Education & Certification:

Enrolled Agent (EA)
CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
Registered Representative with United Planners
Bachelor of Arts, Management and Business Administration- Finance, Hope International University