Kristy has 13 years’ experience in the financial services industry and is responsible for handling client communications, internal requests as well as mutual fund due diligence. As an Accredited Asset Management SpecialistTM, she has completed coursework encompassing investments, insurance, tax, retirement, and estate planning issues. Kristy must also adhere to standards of professional conduct and dedicate time to continuing her industry education.
Kristy began her financial services career as a bond portfolio accountant with Morgan Keegan. She earned a bachelor’s degree in business administration from the University of Memphis.