Financial Advisor, Edward Jones
Email: [email protected]
212 Rodeo Drive, Suite 810
Moscow, ID 83843
*Offering Monday through Saturday meetings in St. Maries and the surrounding area*
Some people are lucky to find their true calling in life. I am one of those fortunate people who has found it. I love what I do, and that I’m able to do it in beautiful North Idaho where I’ve lived for the past 30 years.
Prior to joining Edward Jones, I spent 21 years in forestry, road building, heavy equipment and custom homebuilding. I have been both the business owner and employee, holding positions in operations and finance. I came to Edward Jones in 2021 because I want to positively impact the lives of as many people as possible through comprehensive strategies, high quality investments and a long-term vision.
I focus on explaining the financial world in terms you can understand, and there are three main things I want my clients to walk out of my office knowing:
1. Why I’m suggesting a specific investment or strategy
2. What you may expect from it (volatility/return)
3. How much it’s going to cost
As a licensed financial advisor, I hold the Series 7 General Securities Representative and the Series 66 Uniform Combined State Law Examination registrations and insurance license. In addition, I hold life and health licenses and I am licensed in multiple states.
I am proud to serve a wide variety of clients whose goals range from saving for education expenses to growing wealth to planning and living a successful retirement. Many of my clients are also business owners. I work with other tax and legal professionals to help create strategies for business succession, asset growth and tax reduction.
I am especially passionate about guiding and empowering women in transition.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Let’s get started with a complimentary review of where you are at today and where you would like to be. Relationships are important and lives are busy – that’s why I’m happy to meet when it’s convenient for you.
Call me today to schedule a personalized appointment, office 208-883-4460 or mobile 208-755-5294.
Retirement Nationwide, Inc
St. Maries, ID 83861
Serving Id, WA, MT, MN
Kristi grew up in Troy, MT, and moved to St. Maries shortly after graduating high school, in 1995. After a successful 16-year career as a salon owner and stylist, Kristi pursued a Bachelor’s Degree in Communications. Her degree led to successful career opportunities, including Benewah County Economic Development Director and asset development for the Idaho Community Foundation. In 2021, Kristi accepted the role as Idaho Regional Manager with Retirement Nationwide, Inc., working in long-term financial planning. At Retirement Nationwide, we focus on defensive retirement strategies, conservative investments, tax reduction, pension planning, best social security options, business succession, key executive benefits, buy/sell agreements, and much more.
As a longtime resident, Kristi understands local needs and culture, allowing her to build lasting relationships, provide relatable solutions, and an enduring commitment to the community’s financial well-being. “My goal is to educate my clients, empower them with applicable information, and provide support and resources to ensure financial security.” In her spare time, Kristi enjoys cheering her daughter, Kassidi on at volleyball matches, traveling, and spending time with family and friends. For a free consultation or to learn more about long-term planning, call or email Kristi at (208)582-4556 or [email protected]