Kristine “Kristy” White, CFP®
Partner – Director of Financial Planning & Tax
Industry Related Accreditations:
Certified Financial Planner™ Professional
Educational Experience:
Bachelor of Science – Western Illinois University
About Kristy
Outside of her professional endeavors, Kristy prioritizes health and wellness as she embraces each stage of life. She finds fulfillment in supporting her family’s athletic pursuits by cheering on her daughter’s collegiate volleyball team and celebrating her son’s achievements on the volleyball court. Kristy cherishes time spent with her loved ones, and her heart is filled with love for her growing family (3 children, a daughter-in-law and one granddaughter – so far). Whether exploring new destinations with her husband or simply enjoying quality time together, she values the importance of making lasting memories and looks forward to creating many more in the future.
Fun Facts
Night Owl:
I’m most productive during late-night hours, finding my focus when the world around me is quiet.
Dream Remote Office:
If I could work from anywhere, I’d choose Cabo San Lucas for its tranquil beaches, vibrant culture, mouthwatering cuisine, and inspiring coastal views.
Casual Work Attire:
I prefer a laid-back approach to office attire, opting for comfortable and casual outfits that allow me to move freely throughout the day.
Workplace Hack:
My go-to workplace hack involves using time-blocking techniques to maximize productivity and efficiency. By dedicating specific blocks of time to each task, I ensure that I give them the focus and attention they deserve.
Check the background of investment professionals on FINRA’s BrokerCheck.
Summer Office Hours
Hours will switch Oct 4th
Mon - Thurs | 9 am to 4 pm
Friday | 9 am to 1 pm
Weekends | Closed
Contact Info
124 N Water Street Suite, 204, Rockford, IL 61107