Kristy has been working in the financial services field for over 30 years. She has lived in the Okanagan Valley since 1996. While working primarily in the credit union system she has a strong attention to detail that will ensure your investment plans are executed seamlessly. Kristy works with clients and their families from every walk of life, offering encouragement, education and financial advice. She is especially dedicated to the financial advancement of women. She works with her clients to make sure that they have a solid plan for growing their wealth, retirement, or for creating retirement income. As part of the Raymond James family, Kristy has all the services that a client could require. She handles everything from investments to retirement income planning, education, tax planning and estate planning. Kristy is committed to helping you achieve your financial goals and is currently accepting new clients.