Kirsty is an Assistant Vice President and Senior Financial Advisor with 19 years experience helping executives and business owners build and maintain significant wealth. A Chartered Retirement Planning CounselorSM (CRPC®), Kirsty specializes in helping her clients make important decisions with their retirement savings when transitioning between companies or preparing an income stream for 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. While helping her clients remain focused on their retirement goals, 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.