Clariata
Kari McNamara is an accomplished professional with a diverse background in innovation, sales, and marketing. Currently serving as a Success Catalyst at Clariata since September 2022, Kari is focused on aligning families around their core values through a legacy planning platform. As Managing Partner at Ahead of the Curve since January 2010, Kari has worked with companies of various sizes to foster innovative thinking and drive significant growth. Prior experience includes a long tenure at Eureka! Ranch from May 1994 to December 2009, where Kari held multiple roles, including Professional Inventor and COO, contributing to groundbreaking inventions for major brands. Kari holds degrees from the University of Cincinnati and Mary Baldwin University.
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Clariata
Clariata guides families and individuals to bring life decisions into focus. It is a digital toolset for professional wealth advisors who want to do more for clients than just building wealth. The four-step process is a holistic, integrated approach for clients who are passionate about pursuing success for their families, communities, and philanthropic pursuits.
Employees
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