With over 30 years of experience in the financial services industry, Kristy offers clients a wealth of knowledge and expertise. A resident of the Okanagan Valley since 1996, she has built a strong financial foundation working primarily within the credit union system, where her meticulous attention to detail ensures investment plans are executed with precision.
Kristy is dedicated to guiding individuals and families from all walks of life, providing not only financial advice but also education and ongoing support. Having gained perspective from many sides of life’s journey—personal, professional, and community—she understands the diverse challenges clients face. This breadth of experience allows her to help clients plan confidently for wealth growth, retirement, saving for a first home, or funding a child’s education.
As part of the Raymond James team, Kristy has access to a full range of services, including investment management, retirement and estate planning, tax strategies, and insurance solutions.
No matter the unique needs or goals, Kristy is committed to empowering clients and advancing their financial future. Her expertise and dedication provide the guidance needed to build security and confidence for the years ahead.