Professional Background
Kristi is a Service Advisor at TVAMP. She is a Financial Paraplanner Qualified Professional (FPQP®). She works closely with our Wealth Advisors to help clients stay on the right financial path. She monitors our clients’ progress and checks in with them periodically. She says: “I consider it a privilege to build relationships with our clients. I love to learn about their life and make sure the their finances are working together in harmony.”

Kristi has been in the investment management world since 2001. She is a knowledgeable and committed client advocate. One of her passions is helping the beneficiaries (loved ones) during the passing of a client. Kristi helps the family as they walk through the transferring of assets. Her patience and grace when helping these families is a great example of what she brings to TVAMP.

When Kristi isn’t working… 
Kristi enjoys golfing with her husband, summer days at her pool with the kids and grandkids. She also loves Sunday drives in her convertible Mustang!