As a wealth management consultant, Dari provides investment advice for high net-worth individuals, as well as family-owned and closely held businesses, recommending strategies designed to meet long-term financial goals. Leading the firm's retirement plan services, she helps employers structure competitive 401(k), profit sharing, and employee stock ownership plans.
Dari joined Pinion Wealth in 2005 and is based in our Wichita office, traveling throughout Kansas to work face-to-face with clients. She draws upon 20 years of financial services experience with a national insurance company and a regional bank where she honed her investment and risk management skills. Dari weighs a person’s interests, risk tolerance, and objectives to determine which investment vehicles are the best match. She proposes strategies, monitors portfolio performance, and proactively suggests adjustments to make the most of one’s resources.
Dari graduated from Kansas State University with a Bachelor of Science in business administration and business management. Dari is an Investment Advisor Representative who holds FINRA Series 7, and NASAA Series 63 and 65 licenses, as well as being a life and health insurance professional.. She continues to further her education and is involved with many professional associations, including the Million Dollar Roundtable and the Financial Planning Association.
When Dari is away from the office, she enjoys traveling, gardening, cooking and spending time with friends and family.