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Kari Louchez, MBA, CRPC®, aPHR®, currently serves as Team Lead and Client Service Manager at Gratus Capital, where oversight of the client experience is prioritized through attentive relationship management. Previously, at Edelman Financial Engines, Kari managed client relationships for a new location while maintaining investment principles and delivering actionable financial plans. Extensive experience at PNC included roles such as Wealth Strategist, Associate Wealth Planner, and Asset Management Analyst, focusing on tax, estate, and retirement strategies for high-net-worth individuals. Early career positions involved enhancing service delivery in various financial institutions, including SunTrust and RBC. Kari holds an MBA in Marketing from Central Michigan University and a BBA in Managerial Sciences from Georgia State University, complemented by an AS in Business Administration and international business education in Germany.