Broker Check

Get In Touch

Kristen Heller, CSRIC®

Financial Advisor

(877) 568-7526

To schedule an appointment with Kristen, visit

Download her contact card HERE.

Stacie Potts, FPQP®


(877) 568-7526

To schedule an appointment with Stacie, you may visit: Download her contact card HERE.

<b>Client Care Commitment</b>

Client Care Commitment

Our team and our clients are top priority. 

So that we can provide excellent service, please note the best ways to reach us for the quickest response:

1)  The best way to reach us is by email at

2)  Alternatively, call (877)568-7526 / (877) KMT-PLAN between 9AM and 5PM, Monday through Friday.

3)  To schedule time with us, please visit

Our team will respond to messages as soon as we can, but please allow 3 business days for the appropriate teammate to get back to you.

We respect personal time with family on nights and weekends, apart from designated weeknights. We'll make every effort to accommodate special requests when possible. 


Make an Appointment


If you are set up with an eMoney client website, please provide updated documents by uploading them into the SHARED DOCUMENTS folder in your Vault. You can revisit the details of website security here

Personal Financial View Dashboard

Secure Document Vault - Folder for Files to Share with Us