As a CERTIFIED FINANCIAL PLANNERTM Professional, Kristi uses her over 30 years of experience to help women create and execute their financial plans. With her comprehensive planning process, she can help you too. The services provided are meant to support your financial needs wherever you are in your financial life. Whether you are just starting out on your own or preparing for retirement, we want to help you pursue your financial goals.
SERVICES: Retirement Planning, Investment Management, Insurance Planning
Branch Address: 4425 Highway 169 North, Suite 100 Plymouth, MN 55442
Direct Phone: 612-991-5087
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.