Kirsty is a Vice President and Senior Financial Advisor with 20 years experience helping executives and business owners build and maintain significant wealth. Having earned the Chartered Retirement Planning Counselor (SM) (CRPC®) designation, has provided Kirsty with the knowledge to help her clients make important decisions with their retirement savings when transitioning between companies or into and through retirement.
Kirsty develops and delivers sound advice to clients in the areas of financial management, risk management and retirement planning. She also helps clients focus on estate planning issues and works with their legal and tax advisors in developing their estate plan. Kirsty diligently helps clients make appropriate tactical decisions given challenging market environments. Kirsty develops highly diversified and actively managed investment strategies that may utilize private portfolio management, mutual funds, individual stocks, bonds, annuities and alternative investments*.
Kirsty begins each client relationship with an initial meeting to gather information on the client's situation. During this meeting clients complete a questionnaire to reveal their investor risk tolerance, return expectations, investment goals and objectives. During the follow-up meeting, clients receive a written financial overview and an investment proposal developed to address the client's unique circumstances. Clients are kept up-to-date on account performance and necessary adjustments on a consistent basis and receive a full review on an annual basis.
Kirsty graduated from the University of Calgary, Canada with a Bachelor of Commerce degree and earned her MBA from the Crummer Graduate School of Business at Rollins College. She lives in Winter Park with her husband Jeff and daughter Brielle.
* Some or all alternative investments may not be suitable for certain investors.