Kristi is a managing partner of The PSO Group, a Fiduciary Wealth Management Advisory team committed to Risk-Managed, Goal-Based Strategies to help Build Purpose-Driven Wealth for the Families we serve. We serve clients with Passion and Purpose. We work with a team of financial service professionals dedicated to excellence in financial planning, investment strategies, retirement planning, trust services, risk management, as well as banking and lending needs. We believe that you should know WHAT you own, WHY you own it, and HOW it helps meet the goals you have set for yourself and your family. We stand for three Core Principles: PLANNING Design and develop an efficient and effective financial road map based on detailed financial discovery, including purpose, profile, and measurable goals development. STRATEGIES Build and manage portfolio solutions that help achieve your financial goals with the least amount of risk, and evolves as your life goals evolve over time. Recommendations are based upon the client's risk tolerance, time horizon, liquidity needs, and overall investment goals. OUTCOMES Stay relevant. Stay connected. Design, build, and manage successful outcomes for your family throughout all the financial stages of your lives. Building Purpose-Driven Wealth takes commitment, clarity, and perseverance. We would appreciate the opportunity to earn your business.