About Kristi
Kristi has spent her career helping clients navigate the financial aspects of their major life transitions. She spent the first part of her career creating strategic retirement plans, but after going through her own divorce, she understood the need to use both her personal and professional experience to educate and support those also going through the process. A team member of Buckingham’s Deerfield office, Kristi creates custom, in-depth financial plans for ultra-high-net-worth clients.
Kristi began her career in the wealth management industry in 1998 after receiving a Bachelor of Science in business administration with a concentration in finance from Mississippi College. Before joining Buckingham in 2022, Kristi served as a wealth advisor with Branning Wealth Management. During that time, she also founded New Path Planning, which offered divorce financial planning services to attorneys, mediators and individuals across the country. She holds the CERTIFIED FINANCIAL PLANNER™ designation and Certified Divorce Financial Analyst® designation.
Kristi enjoys spending time with her three children, traveling and playing tennis. She works remotely for the Deerfield office from Madison, Mississippi.
Kristi has spent her career helping clients navigate the financial aspects of their major life transitions. She spent the first part of her career creating strategic retirement plans, but after going through her own divorce, she understood the need to use both her personal and professional experience to educate and support those also going through the process. A team member of Buckingham’s Deerfield office, Kristi creates custom, in-depth financial plans for ultra-high-net-worth clients.
Kristi began her career in the wealth management industry in 1998 after receiving a Bachelor of Science in business administration with a concentration in finance from Mississippi College. Before joining Buckingham in 2022, Kristi served as a wealth advisor with Branning Wealth Management. During that time, she also founded New Path Planning, which offered divorce financial planning services to attorneys, mediators and individuals across the country. She holds the CERTIFIED FINANCIAL PLANNER™ designation and Certified Divorce Financial Analyst® designation.
Kristi enjoys spending time with her three children, traveling and playing tennis. She works remotely for the Deerfield office from Madison, Mississippi.