"It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for." - Robert Kiyosaki

Kristie is a Financial Advisor Assistant. She is an established banking professional in the San Diego community with 26 years of experience. With her extensive knowledge in banking and most recent role as an Executive Assistant, she is able to proactively anticipate client needs, be an advocate, and give quality attention to detail.   

Kristie is a former VP of Public Relations and Board Member of the West Hills High School Foundation, former Director and Ambassador of the Santee Chamber of Commerce, and former Membership Chair of LeTip networking group. 

Kristie is a San Diego native who has also lived in Colorado and Florida. She enjoys attending local community events, road trips, visiting family in Colorado, and traveling to Europe. She has traveled to half of the US States and over 20 countries.