Kristi Denham
Kristi Denham is a former collegiate track and cross-country athlete who holds a bachelor’s degree in business administration from the University of Missouri, Kansas City. Since 2005, she has been dedicated to connecting with and serving others, finding her niche in the financial industry in 2015.
Starting as an assistant to three financial advisors, Kristi gained invaluable insights into the administrative side of finance while completing her Series 7 and 66 exams. In 2020, she officially became a licensed Financial Advisor and has since expanded her credentials, earning her Life and
Health Insurance license, as well as the Accredited Asset Management Specialist and Sports and Entertainment Accredited Wealth Management Advisor designations.
Kristi specializes in Retirement Planning for Small Business Owners, Multi-Generational Financial Planning, and Women’s Financial Strategies. She is passionate about helping clients achieve a work optional lifestyle, striving to cultivate a “financial family” atmosphere. Her approach is both encouraging and empowering, providing clients with the confidence and tools they need to make informed financial decisions.
Outside of her professional life, Kristi enjoys spending quality time with her husband and two daughters, whether they’re visiting family, attending
community events, or engaging in dance and Girl Scout activities.
Kathy griffith
As an accomplished Operations Manager, Kathy Griffith brings over 25 years of experience in leading back-office operations, analytics, and client service teams. Her extensive career spans major energy companies and financial services teams, where she has developed a reputation for driving operational excellence and enhancing service delivery.
Kathy holds a Bachelor of Science in Business Administration from Oklahoma State University, where she developed a comprehensive understanding of business principles and financial strategies. Building on this solid educational background, she further honed her experience by earning a Graduate Certificate in Financial Planning from Southern Methodist University (SMU). This educational background, combined with her practical experience, enables her to deliver strategic business insights and optimize client service and business operations effectively.
In addition to her professional responsibilities, Kathy and her husband are raising their two children in addition to staying actively engaged in the community. She volunteers and serves in various leadership roles within her church and local organizations. Kathy’s expertise in client service management and business operations, coupled with her strong educational credentials and community involvement, makes her a key asset to our firm.
inspiring wealth. elevating dreams
Our job is to inspire your financial journey and help you build your dreams.