North Florida Money Management is unique because Kris is an experienced in tax preparation, as well as investments and financial planning. Professionals that hold both designations are few and far between. Through comprehensive wealth management services, long term relationships with clients are created. Kris can advise you in all aspects of your finances. In addition to tax preparation, she holds multiple licenses, including broker, advisory and insurance. As fiduciaries, she will always put your best interest first when making recommendations.
Through the years, 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.
