
Cari Linhart Registered Paraplannersm clinhart@dbroot.com
Cari joined D.B. Root in March 2007, and her focus is to support the advisory team headed by Steve Kohler with review preparation, problem solving, and various administrative tasks such as scheduling appointments, compiling and analyzing data, and more. Cari successfully passed the Registered Paraplannersm exam and is working towards obtaining her FINRA Series 7 registration. What distinguishes Cari is her positive attitude, attention to detail and keen organizational skills.
Prior to joining D.B. Root, Cari gained valuable experience working in the banking industry for over eight years, and her efforts were recognized with a series of promotions ranging from sales representative to investment analyst.
Cari and husband Chuck are the proud parents of two lovely children, Alison and Jermaine, and they are the light" of their lives.
|