Kristi Kearney
Helping people has always been at the core of who I am. In fact, as a child I very much wanted to be a doctor. However, It didn’t take me long to discover that I was a little too squeamish for the necessary rigors of daily doctor life. Along with an interest in biology, I have a natural skill set in math and finance. As a teenager, my first job was as a bank teller, and I LOVED IT! I went on to complete my undergraduate degrees in both finance and accounting, and a masters in accountancy. I jumped into the corporate world with both feet by achieving my CPA and joining one of the “Big 4” accounting firms, Deloitte & Touche, right out of school. While I was certainly grateful for the incredible work experience I gained, I knew that I was not long for the life of 80 hour work weeks and absolutely no work/life balance. I worked another two years in financial services before welcoming our first son, Ben. This was an eye opening experience, and I decided to take a break from the corporate world for good. Two years later, we welcomed our second son, Mikey, and I spent his first two years at home with both of my children. While each family has to decide what is best for them, this was a great opportunity for me and fully supported by my wonderful husband, Brett.
After this break I was recharged and ready to pursue my original dream of helping people. It was time to help people create their own harmonious balance between work and family and to enable them to be present for those special moments that give life meaning.
I joined the financial planning industry and am a candidate for CFP® certification. I have gained valuable experience, but more importantly I gained clarity as to who I wanted to help and why.
I provide financial peace of mind to dual-physician households. Through interviews with medical professionals, I developed an understanding of their demanding lives and the complex financial decisions they face. Our communities rely so much on our medical professionals.