Since 2007, Kristy has had a passion for helping individuals and businesses reach their financial goals. Kristy offers total financial needs analysis through a network of experienced professionals and understands knowledge is the key to a successful financial future.
Her background, experience and commitment to providing clients with the resources they need to make financial decisions, helps make their financial future as successful as they need it to be.
Kristy enjoys building long-lasting relationships with each client so that she can understand their individual needs and what matters most to them; helping her recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Her expertise includes:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB.
In her free time, Kirsty enjoys spending time on Smithville Lake, gardening and cooking.