Kristy’s early childhood memories include riding around corporate office parks with her dad, looking for companies that ended in “Inc.” When she spotted one, he added it to his prospect list. Later, they’d go to the library and look up all the “Inc.”s they’d found in the Who’s Who directory.
So it’s fair to say Kristy grew up in the industry. She earned her B.A. in business and marketing at Loyola Marymount University, and, young prospecting years aside, has worked professionally in financial services since 1993. Her focus is on the client’s big picture, spotting potential holes in the planning, and offering useful strategies through investment portfolio design.
She earned the professional CERTIFIED FINANCIAL PLANNER™ certification (CFP®) in 2003 from the College of Financial Planning in Denver, CO. She’s a registered principal and branch manager with LPL Financial, Consolidated Financial Management’s registered broker/dealer. She is an investment advisor representative with Golden State Wealth Management, LLC. in California, Texas and Oregon. Kristy also has her Oregon state life, health and disability insurance license and variable annuity license. Her past professional affiliations include the Financial Planning Association.
She lives in Beaverton, OR, with her husband, Mark, and their dogs, Diva and Rusty. In her free time, she likes to go shopping at Nordstrom with her daughter, Katy, read fun novels, spend time on the water, and workout on her Peloton.
Kari came from a family of government workers, and decided at an early age that her destiny would be to create opportunities for herself and others. She put herself through the University of Portland and graduated magna cum laude in 2002 with a degree in finance. While pursuing her business degree, she wrote a paper outlining her near and long term plans. In it, she mapped out her detailed vision of becoming a financial planner.
Today, Kari is pursuing her life plan. She oversees the detailed analysis work needed for comprehensive financial plans and the associated investment guidance.
She earned the professional CERTIFIED FINANCIAL PLANNER™ certification (CFP®) in 2006 from Kaplan University. She is a registered representative with LPL Financial, Consolidated Financial Management’s registered broker/dealer. She currently holds the investment advisor representative license with Golden State Wealth Management, LLC. in California, Texas and Oregon.
She lives in Beaverton, OR, with her husband, Jesse, their kids, Trevin and Tenley, and adorable rescue dog, Pippin. She enjoys the outdoors and can often be found paddle boarding with family and friends.
Tami joined the CFM family in 2006 to support the needs of the firm with her extensive background in technology. She attended Portland State University and is a native Oregonian. In her experience with CFM, she has become an incredibly valuable member of our team. If you need help with anything related to your account or online access, statements, etc., Tami knows how to get the answer.
She lives in Aloha, Oregon with her husband, David and their dog, Paisley. When not in the office, Tami can be found volunteering at a local elementary school with the SMART program, gardening and spending time with her adult children; Emily, Aaron and Matthew.
Andrew joined the CFM team in 2019, after graduating cum laude from Gonzaga University with a Bachelors of Business Administration with concentrations in Finance and Operations and Supply Chain Management.
Andrew was drawn to the financial planning/ analysts industry in his freshman year at Gonzaga, after learning about the connections planners make with their clients. He looks forward to building long-lasting relationships with our clients, while continuing to be a student of the business.
Andrew earned the CERTIFIED FINANCIAL PLANNER™ certification (CFP®) in 2021 from Kaplan University. Also, he currently holds the SIE, Series 7, and Series 66 designations, along with his life insurance certificate for the state of Oregon. He is a registered sales assistant with LPL Financial, Consolidated Financial Management’s registered broker/dealer. He currently holds the investment advisor representative license with Golden State Wealth Management, LLC. in California, Texas and Oregon.
When Andrew isn’t in the office, or reading up on the markets, Andrew can be found playing soccer, kayaking, exploring downtown Portland, or working on his cooking skills.
Kaitlyn is a CFP® professional, having advanced quickly with Charles Schwab to the position of Vice President Financial Consultant. Over her five-year tenure with Schwab, she has extensive experience in various areas of wealth management and worked with both the high net worth and active trading teams. She graduated from the University of South Carolina with a dual degree in accounting and finance. Kaitlyn will be acting as our new Wealth Manager Associate and Paraplanner, supporting the team with both investment management and financial planning.
Kaitlyn enjoys many outdoor activities including skiing, playing volleyball, golfing, and hiking with her dog. She is recently engaged to her longtime boyfriend, Adrian. After living in 8 different states from coast to coast, her favorite sports teams are the Denver Broncos, St. Louis Cardinals, Charlotte Hornets, and of course, any South Carolina Gamecock team. She and Adrian have just relocated to Denver, CO with their dog, Kona.