Kristy Duffy
Tax Planning Coordinator
Kristy Duffy is passionate about helping people feel supported and informed throughout the planning process. Working closely with Kevin, Kristy serves as a familiar point of connection for clients, helping coordinate planning engagements, facilitate communication, and keep important details moving forward.
From scheduling and follow-up to regular check-ins along the way, Kristy helps create a smooth, personal experience and makes it easy for clients to stay connected with Kevin and the planning process.