Kristi Braun, CFP®,CRPC®

As a Wealth Management Advisor with The Thompson & Braun Group, I enjoy organizing and simplifying clients financial lives. Each client has different goals and visions for their future years and I help to quantify and plan for how to achieve those goals. I often support individuals, like myself, who are busy with career and family obligations, and seek to minimize the time they spend managing their financial affairs. My partner, John Thompson, and I offer clients in each stage thoughtful advice and guidance to help them find the clarity and resources they need along their journey. With over two decades of market and financial services experience, I pay great attention to helping clients answer the question of whether they have enough to achieve their goals and visions. I believe the more a client has defined what the dollars mean to them, the more they are able to become a long term investor without emotions determining actions. We talk often about the risks of the portfolio, as well as the long term benefits of annual planning. I truly enjoy working with individuals at each stage of the wealth management process, taking the time to listen and explain details clearly, so clients have the knowledge and resources to make sound decisions. Our clients: *Look to maximize investment opportunities *Seek a collaborative team who enjoys building relationships *Need prudent guidance for a life transition, such as selling a business or preparing for retirement *Desire the personal attention that comes from a caring team of seasoned professionals To connect further, please reach me at [email protected] or (847) 605-4405.