Kari Jo Thomann Bear
Kari Jo Thomann Bear began her career in the financial services industry in 2005 and is a CERTIFIED FINANCIAL PLANNER (TM). She is honored to have had the privilege and opportunity to work with her mentor, father and 40 year industry leader, John A. Thomann from the beginning of her career.
Kari Jo is a proud alumni of William Jewell College, a lifelong member of the Zeta Tau Alpha sisterhood and a former William Jewell College Cheerleader. She recently hit a milestone in her achievement in her career and was awarded the Transamerica I-Series Advisor of the Year, for consecutive years 2014 and 2015. Kari Jo bas been an active board member on the Liberty Hospital Foundation (board of trustees) since 2015. She is also a previous multi-year board member of the National Association of Women Business Owners, (Kansas City Chapter). She is an active member of Women in Insurance and Financial Services (WIFS) and on the advisory board of her broker dealer's Women's Initiative Network (WIN).
Kari Jo is a multi-year award qualifier and recipient of the WIFS Circle of Excellence.
She is also a member of the Liberty Chamber of Commerce and an Investment Adviser Representative. Kari Jo especially enjoys designing retirement and income distribution programs. In addition to her passion for her practice, clients and community, Kari Jo enjoys running, cooking and shopping. She is happily married to her husband Kris and enjoying spending as much time as possible with her son, Brock.