Director
Senior PIM Portfolio Manager
Focus
Kristy provides comprehensive investment planning for individuals and small businesses to help them achieve their financial goals.
Background and experience
For over 30 years, Kristy has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Kristy has dedicated her career to delivering the personalized investment planning services her clients deserve.
Kristy graduated from the University of Colorado in Boulder, CO and started her career in the financial field in 1988. She heads a team that helps provide personalized financial advice for individuals and families as well as small businesses. In addition, she has earned her Chartered Retirement Planning Counselor℠ designation by completing an approved educational program, passing a rigorous examination, and meeting stringent experience requirements.
Kristy is passionate about her community involvement and has served on the University of Colorado Leeds Board of Friends and Alumni, Boulder County YWCA, as well as the Denver Alzheimer’s Association.
Away from the office
Kristy spends her free time playing golf and pickleball. She enjoys traveling and is an avid movie buff.
CA Insurance License Number: 0C49120. Residence State CO.