Jessica joined ivari as a Sales Director in 2025. She takes immense pride in being a catalyst for growth, helping advisors expand their businesses by understanding product options and selecting the best solutions for their clients. Her commitment to their success drives her to be a reliable and trusted resource,...
KC joined ivari as an Associate Sales Director in 2025. Along with his Chartered Investment Manager (CIM®) designation and other certifications, KC has years of experience in financial planning and holistic planning. He was a Sales Recognition Winner for his outstanding performance and client satisfaction at a former firm and...