As a Financial Planner and Analyst, Kristie assists in the construction of portfolios for our clients.
Kristie holds a Bachelor’s Degree in Business Administration. She has more than 20 years of experience in finance and accounting, including many years working at The Washington Post. She is a Chartered Retirement Planning Counselor (CRPC) and a Certified Public Accountant (CPA in MD). She currently holds securities license Series 7 and 66, as well as life and health Insurance licenses in Pennsylvania.
She lives in Allentown with her husband and their two children.
*Accounting and tax services are not provided by Raymond James.