Kari McKinley

Kari J. McKinley, CFP®, is a Partner and Wealth Advisor at Capstone Financial Advisors Inc., located in Naperville, IL. In her current role, she leads client relationships and offers strategic guidance on comprehensive financial planning, with an emphasis on personalized asset management, retirement planning, and tax-efficient investment strategies. She is part of Capstone's core team, which focuses on delivering tailored solutions for high-net-worth individuals and families, and actively engages in investment planning discussions, particularly regarding equities and fixed income allocation in volatile markets.

Kari brings over a decade of financial advisory experience at Capstone, where she started as a Wealth Advisor in 2014 and played a key role in financial planning for a diverse clientele. Prior to joining Capstone, she served as Senior Mortgage Loan Officer at BMO Harris Bank, contributing expertise in lending and client-focused financial solutions. Her professional accomplishments include advancing within Capstone to Partner, reflecting her commitment to client service and technical competency recognized by both clients and colleagues.

Her educational background includes a Bachelor of Arts in Elementary Education from the University of Illinois at Urbana-Champaign, and she also studied Elementary Education at Illinois State University. As a CERTIFIED FINANCIAL PLANNER™ certificant, Kari combines education and investment expertise to deliver values-based, actionable advice. She is noted for her thought leadership on investment planning, having authored guidance pieces for clients navigating down stock markets and complex economic climates.