Kristie Kughler CLU®, ChFC®, RICP®

Kristie has over 15 years of experience in the financial services industry.  She began her career at Ameriprise Financial in 2006.  In 2018, she transitioned her career to New York Life and Eagle Strategies, before joining Knox Wealth Partners in 2021.  It is important to Kristie to help individuals achieve their long-term financial goals.  By listening to and helping clients quantify their financial goals, Kristie is then able to inform her clients of all the options and possible solutions available to them.  Over the years, she has worked with clients from all walks of life - new parents, retirees, business owners, widow(er)s, and even young investors.  

In 2008 Kristie graduated Cum Laude from Maryville College with a B.A. in Economics.  She went on to earn the Chartered Financial Consultant (ChFC®) designation in 2012.  This was followed by the Chartered Life Underwriter (CLU®) in 2013 and the Retirement Income Certified Professional (RICP®) in 2016.  She also holds the series 7 & 66 securities licenses.

When Kristie is not busy helping her clients, you will find her and her husband Jason doing everything they can to enjoy the beautiful outdoors, including taking their dog for walks.