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Wealth Advisor

Kristi started in the wealth management industry over 20 years ago. She has spent her career developing personalized wealth management strategies for clients in both the accumulation and distribution phases.

She is a fee-only advisor, with a passion for helping clients identify and achieve their unique financial goals while taking a special interest in those clients going through some of life’s more challenging transitions. At BWM, we realize that pairing the ideal investment strategy with your current income, personal goals, and retirement dreams can feel overwhelming, especially when proactively planning to survive a recession's volatile markets.

Kristi has earned both the CFP® (Certified Financial Planner) and the CDFA® (Certified Divorce Financial Analyst) designations. She offers specialized divorce planning services through New Path Planning, LLC.

Kristi has a BSBA from Mississippi College with a concentration in finance. She is also the proud mom of three teenagers and in her free time enjoys playing tennis and watching SEC sports. She currently resides in Madison where she is an active member of her church.

Schedule a Complimentary Initial Consultation