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With a remarkable 43-year career in the financial planning industry, Kristi has been a dedicated member of the Fleury Financial team from beginning to end. Kristi transitioned to Ross Financial in 2023 where she leverages years of industry experience. Her educational journey includes attending Northwest College and the College for Financial Planning, where she successfully obtained the CFP (Certified Financial Planner) certification. In addition to her financial expertise, Kristi serves as a Notary Public, adding another layer of valuable skills to her professional profile. With a rich background and a commitment to excellence, Kristi plays a key role in providing excellent client service.
Port Orchard has always been home for Kristi, where she shares her house with her tabby cat Jake. She attends Christian Life Center, where she is a part of the greeting team and a team leader for the annual Cruisin’ Sunday car show. In her free time, she loves traveling, gardening, hiking, and genealogy.
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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Constellation Wealth Services is not a registered broker dealer and is independent of Raymond James Financial Services.
Matthew Ross has been named 2024 Forbes Best-In-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. 42,108 nominations were received, and 8,500 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/43DMgjX. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.
The 2023 AdvisorHub 200 Fast Growing Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022 and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 200 advisors received the award. This ranking is not based in any way on the individual’s abilities regarding providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.
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