888-898-3627 (voice call only) connect@financialdesignsinc.com

Cari Williams

Enrolled Agent²

Partner

Facts about Cari

Q. Favorite Vacation Spot?
A. Tuscany, Italy, or the Big Island, Hawaii!

Q. Favorite Food?
A. Mexican (but she’s allergic to avocados!)

Q. Best Concert?
A. The Cure at Madison Square Garden

Q. Favorite Soccer Players?
A. David Beckham & Graham Zusi

Cari partners with FDI’s team to advise clients on tax strategies and ensure compliance. She draws on over 15 years of experience pinpointing tax advantages specific to payroll, personal, and business taxes. Renowned for her hands-on approach, Cari navigates clients through intricate tax environments and updates them on changing rules.


“Screws fall out all the time, the world is an imperfect place.” – The Breakfast Club

Rejoining Financial Designs after a previous seven-year tenure in their tax department with CPA colleagues, Cari holds a Bachelor of Science from the University of Nebraska at Kearney and is a certified Enrolled Agent. She is a mother to two sons—one a professional welder and the other an accounting student at the University of Missouri. Cari enjoys reading and traveling during her leisure time. 

² – Not affiliated with Cambridge and does not offer securities or advisory services.

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Advisory services available in all 50 states upon request.

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Financial Designs, Inc.
11225 College Blvd., Suite 300
Overland Park, KS 66210
Toll free: 888-898-3627 (voice call only)
Local: 913-451-4747 (voice call only)
Fax: 913-451-8191
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Financial Designs Inc.