Kristie is a CERTIFIED FINANCIAL PLANNER™ professional, and partner/owner with Designing Wealth Management of Raymond James. She has a bachelor’s degree from Bloomsburg University in Business Administration, Accounting. Kristie holds a Chartered Retirement Planning Counselor designation, Certified Divorce Financial Analyst designation, Certified Plan Fiduciary Advisor designation, Series 7 (General Securities Representative), and Series 66 (Uniform State Law). Additionally, Kristie has her active CPA license in Maryland.
Kristie worked for Raymond James for 6 years and with Ameriprise for an additional 5 years. She worked for the Washington Post Co. for nearly a decade in corporate finance, and has five years’ experience in public accounting working with estates, entities and individuals.
Kristie works closely with clients to assess their financial well-being, identify their life goals and develop a customized plan to reach them. She believes in a holistic approach that includes goal planning and portfolio management with tax effective considerations.
Kristie resides in Allentown with her husband Rick, two children, Kyle and Morgan, and two golden doodles, Brady and Luna.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Check the background of this investment professional on FINRA's BrokerCheck.
You can text Kristie at: 484-261-1500
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.