Kristy is an experienced CERTIFIED FINANCIAL PLANNERTM practitioner and Accredited Asset Management SpecialistSM with over 10 years’ experience in the financial services industry. Kristy has accumulated both the knowledge and perspective to 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. In Addition to her CFP® and AAMS® designations, she holds FINRA 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 clients and collaborating to develop their unique financial plan that is reflective of their goals and makes them feel confident about their future”
Kristy will also say that she loves being part of a true team that takes a collective approach when planning for clients. With over 50 years of combined experience, The Doepel Group is equipped to help clients with complex financial planning. Our group has truly mastered the art of utilizing technology and leveraging the team’s knowledge and experience to help clients prepare for successful financial outcomes.
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 of Naperville. Kristy enjoys playing the piano, skiing, playing tennis and all things outdoors. She and her husband Jeff have 3 children, Alyssa, Jordan and Autumn.
ACCREDITED ASSET MANAGEMENT SPECIALISTSM and AAMS® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
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.
Raymond James is not affiliated with the above organizations and/or charitable causes.