Investment consultant, Kristin Smith, works with retirement plan participants and individuals to achieve their financial goals and maximize the impact of their employer-sponsored retirement plans. She helps participants understand their investment options and what their balance means towards an overall goal of retirement. In addition to advising and supporting employer plan participants, Kristin Smith provides guidance to high net worth individuals seeking to maximize their investment gains.
Before joining Cannon, Kristin held senior positions in technology/business process consulting, pharmaceutical sales, and retirement planning. Kristin holds a BBA in Finance from the University of Georgia and originally earned her Certified Financial Planner certification in 2003. In her spare time, Kristin co-manages a custom furniture design and development business that she co-founded in Southwest Georgia.
Schedule an appointment with Kristin at Phoebe Main
Schedule an appointment with Kristin at Phoebe North
Schedule an appointment with Kristin at Phoebe Sumter
Schedule an appointment with Kristin at Phoebe Worth