General Info

For over thirty-five 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, collaborating with corporations, small business, foundations, 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. Her firm did not allow her to serve women below a certain account size, frustrating Kristi because she knew no professionals focusing on the needs of women that she could refer them to.