Thomann Financial Service

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Our team approach adds perspective to all we do and provides increased benefits to our clients. Kari Jo Thomann Bear began her career in the financial services industry in 2005 and is a CERTIFIED FINANCIAL PLANNER. She is honored to have had the privilege and opportunity to work with her mentor, father and 40 year.

In an ever changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date, customized plan in place, it can be even that much more difficult for you to achieve your goals.

In all my professional relationships, I pledge myself to the following rule of ethical conduct: I shall, in light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself.

Most people think all financial planners are "certified, " but this isn't true. Anyone can use the title "financial planner." Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP certification trademarks which represent a high level of competency, ethics and professionalism.