About Kristi
Kristi has spent her career helping clients navigate the financial aspects of their major life transitions. She creates custom, in-depth financial plans for ultra-high-net-worth clients.
Kristi spent the first part of her career creating strategic retirement plans, but after going through her own divorce, she understood the need to use both her personal and professional experience to educate and support those going through the process.
Kristi enjoys spending time with her three children, traveling, and playing tennis. She works remotely for the Deerfield office from Madison, Mississippi.
Education and Professional Milestones
-Mississippi College – bachelor’s degree in business administration with a concentration in finance
-Has also held financial services roles for Branning Wealth Management
-Founded New Path Planning, which offered divorce financial planning services to attorneys, mediators, and individuals across the countr
Kristi has spent her career helping clients navigate the financial aspects of their major life transitions. She creates custom, in-depth financial plans for ultra-high-net-worth clients.
Kristi spent the first part of her career creating strategic retirement plans, but after going through her own divorce, she understood the need to use both her personal and professional experience to educate and support those going through the process.
Kristi enjoys spending time with her three children, traveling, and playing tennis. She works remotely for the Deerfield office from Madison, Mississippi.
Education and Professional Milestones
-Mississippi College – bachelor’s degree in business administration with a concentration in finance
-Has also held financial services roles for Branning Wealth Management
-Founded New Path Planning, which offered divorce financial planning services to attorneys, mediators, and individuals across the countr