Kari Kelley serves as the Investment Strategist for BOS Wealth & Planning. With a foundation in community banking, Kari’s role has evolved over the last 10 years, allowing her to serve as an asset across Bank of Springfield wealth management teams. Kari’s breadth of experience working as a licensed assistant to a highly sophisticated advisory team sparked a passion for market analysis and portfolio management. Pursuing this passion led Kari to BOS Trust Services as the investment advisor and, ultimately, back to BOS Wealth and Planning. She is responsible for the overall investment allocation and management for BOS Wealth & Planning custom portfolios.
Kari earned her Bachelor's Degree in Business Administration from the University of Illinois at Springfield. She holds her series 7 and 66 licenses as well as a Financial Paraplanner Qualified Professional (FPQP) designation. A lifelong resident of Springfield, Kari enjoys spending time with family and volunteering in her community. She has a deep love for animals, especially her pride and joy: her rescue beagle, Olimar.