Helping you grow more than wealth

Proud to be a nationally recognized advisor

I am very proud to have received a Forbes Top Women Wealth Advisors award in 2022 and 2023. It’s an honor to be nationally recognized as one of the best in the industry—because it means I am serving my clients well. 

Not all lessons happen in the classroom

It’s not always easy to talk about your finances, especially with your children. But knowing how to manage their money wisely is a critical skill for their futures—and one often not taught at school. We can offer you smart tips and strategies for how to make sure your children learn the skills they need to manage their money wisely. Contact us today to learn how to give your children a head start on financial success.

Articles

I feel it is critical to communicate consistently and effectively with my clients.  The financial world is confusing and full of industry jargon, I feel it’s my job to translate that jargon into concepts that everyone can understand. The intent of the article(s) below is to illustrate and explain different financial concepts.  Please take the time to read them and, if possible, provide me with your feedback and questions.

Contact

Kristie Svejda

913-451-3512
kristie.svejda@rbc.com
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Kristie Svejda, CDFA®, CPFA®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
image of Margaret Ann Haake

Margaret Ann Haake, APP

Registered Client Associate

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