Kristi Sullivan has over 17 years of experience helping clients plan and prioritize their financial goals so that they appear less daunting and more attainable. Kristi began her financial services career at Great-West Life in Denver before being appointed as a Regional Retirement Consultant at Fidelity Investments. After several years with Fidelity, Kristi left in 2007 in order to focus on more holistic financial planning with clients.
Kristi is a Certified Financial Planner™ designee and holds her Series 65 investment advisor representative license as well as her Colorado Life and Health Insurance license. She is a member of The Alliance of Professional Women, the Financial Planning Association, and the Denver Women’s Estate Planning Council.
Kristi and Barry have the common thread and a passion to serve clients based upon years of working closely with scores of retail and institutional clients while at Fidelity Investments.
When not helping her clients, Kristi enjoys spending time with her husband and two sons. Her hobbies include monthly book club, skiing, and travelling.