Kristy L. Hrncir, CFP®
Partner
As a financial professional, Kristy's primary focus is helping people achieve financial peace of mind. She seeks to simplify the complicated investment world and help people preserve their hard-earned assets. Kristy has built a reputation as a personally-engaged problem solver who provides exceptional, hands-on guidance.
Although Kristy's passion is working with people who need to integrate pension systems like the Teachers Retirement System (TRS) or the Optional Retirement System (ORP) into their retirement plans, she also enjoys working with small business owners, young professionals, retirees and families. As a comprehensive planner, Kristy’s scope of work extends beyond investment management to also incorporate protection planning and risk management.
With over twenty years of experience, along with advanced financial tools, Kristy will help design and implement a financial plan that is customized to your needs.
Kristy is a CERTIFIED FINANCIAL PLANNER™ and has Series 7, Series 6, Series 63, Series 65, Series 24, Series 51 and Group 1 Life, Health and Variable Insurance licenses. She holds a B.A. from Texas A&M University and completed the CFP® Certification Program through Rice University. Kristy lives in the suburbs of Houston with her husband and their three children. She enjoys reading, traveling, spending time with her family and attending her children's sporting events.