Kristy is an experienced Certified Financial Planner™ practitioner and Accredited Asset Management Specialist℠ with over 15 years’ experience in the financial services industry. Kristy has accumulated both the knowledge and perspective to designed help keep you and your financial future on a steady course by offering a wide variety of services; including personal financial planning, investment management, insurance planning, estate and gift planning, tax planning and risk management services. Kristy especially enjoys working Pre-Retirees, Divorcées, Widows and Widowers. In Addition to her CFP® and AAMS® designations, she holds Series 7 and 66 licenses, as well as her insurance license. Kristy is a graduate of Concordia University and received her certificate in financial planning from Northwestern University.
Ask Kristy what’s important and she will say, “I love making a connection with people and collaborating to develop custom financial plans that are reflective of their goals and gives them confidence about their future”
Kristy grew up in Las Vegas, Nevada and moved to the Chicagoland area in 1999. She quickly acclimated to life in Chicago and loves taking advantage of all the city has to offer. She is active in the community and has served as Community Service Board Member for the Rotary Club of Naperville After Dark. Kristy enjoys playing the piano, skiing, playing tennis and all things outdoors. She and her husband Jeff have 3 children, Alyssa, Jordan and Autumn.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.