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8400 S Kyrene Road, Suite 225, Tempe, AZ 85284
480-248-6045
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Meet Karri

Customized Advice

I provide a deeply personal approach to financial planning.  Too often, people struggle to find the help they need to realize their unique financial dreams. I bring 25 years of financial services experience to my client relationships, educating and advising individuals in personal finance, investment management, and wealth creation. Together, we can pursue your financial goals and work towards building your financial future.

Karri Hill

Karri Hill

Founder & CEO | Investment Executive | LPL Financial Planner

480-375-8709

karri.hill@lpl.com

I am from a close-knit community in Harrisburg, Pennsylvania. I was raised on the value of hard work and the virtue of helping my neighbors. My husband and I have been together for 30 years. We moved to Tempe, Arizona in 2000 and completed our family by adopting three siblings from the Arizona foster care system. Our children are now 24, 20, and 15 and we have a much loved 2-year-old grandson. 

My career in financial services began in Philadelphia in 1997 and since then I have maintained leadership positions at UBS Securities, Merrill Lynch, and Morgan Stanley including as Operations Manager, Portfolio Associate, Financial Planning Specialist, and Senior Executive Director of Business Strategy. This experience provides me with a broad base of expertise in helping individual investors navigate the financial markets and plan for success. I am particularly enthusiastic about advising women on their financial circumstances, especially when they encounter the unexpected:  loss of a spouse or parent, a divorce, or the return home of an adult child that needs financial assistance. For all my clients, I build customized and compassionate solutions to their financial planning needs.




Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

My team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.