Owner & Partner with Ray LeVitre, CFP
Education & Designations
Certified Investment Advisor Representative, Series 65 Licensed
Member, Financial Planners Association (FPA)
Financial Planning and CFP courses, Utah Valley University
Bachelor of Science, Business Administration and Marketing, California State University, Chico
Financial Management Philosophy
Kristy joined Net Worth Advisory Group in 2015 and is an owner and partner with Ray LeVitre, CFP. Together, they bring a wealth of experience to serve clients who desire a financially secure retirement. With Ray’s experience building one of the top fee-only financial advisory practices in the state of Utah and Kristy’s 20 plus years as a career woman building her own nest egg, they bring an unusual combination of expertise, compassion, and capabilities to the table.
Much of Kristy’s career spanned over 20 years in management positions in Northern California/Silicon Valley high tech and early internet companies. When she relocated to Utah, she was personally recruited by Utah’s Governor to lead the state’s hosting and business development programs for the 2002 Olympics. She later went on to teach in a highly regarded private Utah school prior to becoming a licensed financial advisor.
Kristy believes that everyone should actively plan for retirement. She is aware of how daunting that can seem as she has been on the client side of the table prior to becoming an advisor herself. She knows that financial planning and investing can be an enjoyable, uncomplicated and stress-free experience. Together, Kristy and Ray strive to make that possible for all of the clients they serve.
Kristy and her husband live in Utah with their youngest child. They enjoy Utah for its people, the four seasons and proximity to their three adult children. She and her family enjoy beach time in California and Hawaii during summers and snow activities during Utah winters.