Creating & Preserving Wealth for Generations
Kris primarily coaches business owners and retirees looking for a steady income from their portfolio. She helps clients simplify and organize their financial lives, empowering them to make informed decisions for family and future. Kris began her financial services career over 25 years ago and joined Sage Rutty in 1997. She earned her Bachelor of Science Degree from the University of Buffalo with a dual concentration in Finance and Computers. Kris also attended the Simon School of Business at the University of Rochester.
Meet Kris' Team
Financial
Planning
Department
One of the many benefits of working with a Sage Rutty Advisor is the access you receive to our Financial Planning Department.
Led by Aaron Young, CFP®, CRPC®, CHSA®, AIF®, and Vince Carson, CPA, our Financial Planning Department provides decades of experience in the Financial Planning realm.
