portrait of Kristopher Sykes
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

About Kristopher

I focus on Exit Planning for Business Owners and Corporate Retirement Plans, offering a personalized approach specific to each area. Discover the difference below.

Exit Planning for Business Owners:
I assist business owners in preparing their businesses for a transition by applying strategic methods to identify and address key areas of value. My approach focuses on aligning business goals with long-term financial success, supporting a well-positioned business for future opportunities and transitions.

Optimizing and Managing Corporate Retirement Plans:
I help employers optimize and manage their corporate retirement plans, striving to transform them into strategic tools that bring purpose to their employees' lives....

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Corporate Executives
  • Estate & Legacy Strategies

Work History

  • Edward JonesApril 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Brenau CollegeMBA (Masters of Bus Admin)
  • East Carolina UniversityBachelor of Science

Personal Interests

  • Personal Fitness
  • Wine Collecting/Enthusiast
  • Football
  • Chess
  • Cooking

Team Members

  • Kelly Mazza
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:30AM - 04:00PM
Tue 09:30AM - 04:00PM
Wed 09:30AM - 04:00PM
Thu 09:30AM - 04:00PM
Fri 09:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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