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 nearly 20 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
Get Your Affairs in Order
Would your family know what to do if something happened to you? Have you been named Executor to handle someone else’s affairs? In this session, we’ll discuss Probate and how to avoid it, what the role of the Executor really means, and you’ll learn our simple two-step process to make things easier for your loved ones.
Tax & Estate Planning for High-Net Worth Investors
In this workshop, we will explore a number of powerful tax-savings strategies to consider implementing now, including how to grow your portfolio in a tax-efficient way. Join us to learn how to reduce your capital gains tax so you keep more of the money you make. We will also highlight some of the simple changes you can make today to pass more money to your heirs.
Free Financial Seminars
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.
Working in tandem with our advisors,
Victoria Chase Parker, CFP®, CDFA®, CHSA® and
Aaron Young, CFP®, CRPC®, CHSA®, AIF®
provide decades of experience in the Financial Planning realm.
