Kristy McCullough

Kristy McCullough

Managing Director


Kristy delivers an investment and financial planning approach that builds, protects, and guides wealth, taking advantage of the ability to offer additional accounting, trust, and consulting services in-house.

Kristy joined the Firm in 2022 to lead our Wealth practice. She oversees all asset management and investment strategies and is responsible for staffing and leadership of research, portfolio management, and client service efforts.

For the past 15 years, Kristy served in leadership roles, most recently Senior Vice President Wealth Advisor and head of the Lake Forest office of a multi-billion-dollar investment advisory firm. Prior to focusing on the needs of individuals and families, she supported institutional investors within the alternative investment space following her early days as an Associate for a national broker dealer.

McCullough is an active board member of Uncorked Adventures NFP, a not-for-profit serving those with Parkinson’s Disease. Outside of the office, Kristy is busy raising her four daughters with her husband. She is an avid runner, having completed all six of the World Marathon Majors in 2023.