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Client Centered

You’re busy building your empire. Believe me, I get it. You don’t have time or desire to wade through the vast, knowledge-intensive and constantly changing financial industry. You want to work with an advisor who guides you through financial decisions - and connects you with resources - so that you can make choices that fit your life and your dreams. You want someone you can trust, who listens to what matters to you, and uses their knowledge and experience for your benefit.

You’re in the right place.

About Kris

About Kris

Kris Kennedy, NSSA
Financial Advisor & Founder
Direct Line: 505.289.0616

For me, integrity guides every decision. I’m the kind of person who does what’s right, even when it’s hard. I’m a straight-talker and am passionate about serving my clients. Their best interest is my only interest.

Before becoming a financial advisor, I worked for 20 years in animal welfare, helping animal shelters across the US raise money to save lives. Doing work that makes a difference feeds my spirit. I love getting to the heart of things - finding the central piece that really matters - and addressing it head-on. That’s not a quality thoroughly embraced by my two sets of twins who are now teens/tweens. (OMG mom! Really?!?)

Having lost my parents at a young age, I understand the desire to have someone to turn to when life happens. I am that person for my clients. In every life transition, there is a financial component that can have big, lasting effects. Planning before, during and after life’s events is essential.

In my free time, when I’m not volunteering, working or snuggling with my sprouts, you’ll find me scouting my next weekend adventure. I also love tennis, reading and spending time in nature.

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