Education & Designations
Certified Investment Advisor Representative, Series 65 Licensed
Member, Financial Planners Association (FPA)
Financial Planning and CFP courses, Utah Valley University
Bachelor of Arts, Business Administration and Marketing, California State University
Financial Management Philosophy
Kristy is passionate about empowering women to take control of their financial futures. Her more than 20 years in high technology, education and training give her the unique ability to connect with clients and help them achieve their goals. Her own life experience compels her to share how motivating it can be to have a solid financial plan.
Kristy joined Net Worth Advisory Group in 2015 as a Client Services Manager, charged with financial analysis and plan development. She also manages a proprietary investment strategy employing a stop loss technique. Kristy continues to work closely with Managing Director and Certified Financial Planner Ray LeVitre.
Much of her career was spent in Northern California/Silicon Valley high tech, where Kristy excelled in sales and management. When she relocated to Utah, she was personally recruited by the Governor to manage the state’s hosting program for the 2002 Olympics. She later worked in private education in a support role and as a teacher.
Kristy believes that everyone should actively plan for retirement. She knows how daunting that can seem. Her experience on the client side of the table drove her choice to work as a fee-only advisor. Kristy has no agenda other than to provide objective advice on cost-efficient investing. She strives to make financial planning an enjoyable, uncomplicated and stress-free experience.
Kristy and her husband live in Utah with their two youngest children. They enjoy Utah for its people, the four seasons and proximity to their two adult children. She and her family enjoy snow sports during Utah winters and beach time in California and Hawaii during summers.