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Kari K

Series 66

Burlington, WA

Edward Jones

Kari Kennedy is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Peoples Bank and Opus Bank. Kennedy serves as Treasurer and a board member for Habitat for Humanity of Skagit, where she oversees financial statements and contributes to organizational planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth and charitable organizations. The firm manages over $1 trillion in assets and offers a broad range of investment advisory programs, combining a large retail advisor network with affiliated investment capabilities.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Retired Founder/Business Owner Executive Women Professionals Women's Finance
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Rachel W

Series 66

Burlington, WA

Edward Jones

Rachel Wangen Hoch is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Outside of her advisory role, she occasionally serves as a substitute pastor at local Evangelical Lutheran Church in America congregations, performing services such as officiating funerals without compensation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive Intergenerational Families
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