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Our Story and why we want to help you

For over thirty years Kristi L. Andersen CFP ® has worked in the financial services industry in a variety of roles. Nineteen of those years she served as Vice President of Client Services at the American Express Asset Management Group, where she worked with corporations, small business, foundation, endowments and high net worth individuals. During her time at American Express she received numerous calls from women looking for a financial professional they could trust. Because the high account minimum size set by her firm, she had to turn away many of the women who called. It was also frustrating to Kristi that she did not know any professionals focusing on the needs of women that she could refer them to. Another common heart breaking scenario she often saw was women who had not focused on their financial matters and found themselves in bad situations with regard to money. It was no surprise to Kristi in researching the financial needs of women, she found that one of the fastest growing areas of poverty is women over the age of 65. This disturbing statistic compelled Kristi to start her own company in 2006. Her passion is to provide services that help women, their families and their businesses pursue and maintain financial security.

Who we work with

Our firm focuses on the financial needs specific to women and their families.  Over half of our clients are single, widowed or divorced women.  The common thread with our clients is the desire to take care of themselves, their families and the people they love.  Taking care of themselves may mean not relying on others for financial security, providing and protecting their families financially or creating a charitable legacy.  How we do this work is specific to each client.  Please read more under Services for You.

Kristi’s Credentials

Kristi L. Andersen is a Certified Financial Planner ®.  She received a Bachelor of Science degree in Business Administration from the University of Minnesota, Carlson School of Management.  In addition, she is a licensed life, health and accident insurance agent, Investment Advisor Representative and holds her securities registrations with Cetera Advisor Networks LLC.