North Florida Money Management is unique because Kris is an experienced in tax preparation, as well as investments and financial planning. As a fiduciary, she will always put your best interests first. She holds multiple registrations and licenses including broker, advisory and insurance. Professionals that hold designations in both taxes and investing are few and far between.
Through the years, the business has grown because of personal references from satisfied clients. These clients appreciate the partnership and the convenience of having the same professional guiding them in both taxes and investments. Long-term relationships that encourage open and honest communication have been the cornerstone of her success.
