KEEP Safe Investments is a registered Investment Advisor. We are dedicated to enhancing the financial lives and enriching retirement funds of our clients. We are a single fee, non-commission based firm. As a privately held asset and financial advisory firm, we endeavor to offer independent, unbiased financial advice focusing on each individual client's retirement goals.
At KEEP Safe Investments, our clients are our greatest asset! We actively manage each account in an effort to see your retirement needs are attained. Capital preservation is vital. With the uncertainty and volatility of today's market, it is critical to protect your assets for retirement.
Communication is key to building a successful, long-term relationship. We communicate frequently with our clients via telephone, email, Skype, and face to face meetings. it is our obligation and commitment to keep you informed and up to date on the performance of your account.
Founder and CEO of KEEP Safe Investments, LLC. She has worked in the financial industry for 18 years at Morgan Stanley and the Guinness Family Office (Iveagh Ltd).
Kristi is a graduate of Columbia University with degrees in Economics and Mathematics and is fluent in French. Upon graduation, she joined Morgan Stanley where she worked on the bond sales and trading desk in Paris, London and New York. Kristi returned to London and joined Iveagh Ltd to work on the Investment team covering a range of products: equities, fixed income, currencies, commodities, alternative investments and property. After thirteen successful years in London, she returned to the United States to start her own investment firm, KEEP Safe Investments, LLC.
Her interest in aviation began a few years ago when she started working towards her private pilot’s license. She began meeting other pilots, both commercial and private, and started to get a better understanding of a pilot’s life. With her investment background, she realized she could help them with their financial and retirement goals.
Carin serves as Chief Compliance Officer for KEEP Safe Investments. Carin is charged with being an independent and objective resource that oversees implementation of KEEP Safe Investment’s compliance and regulatory efforts.
Carin’s experience in the financial industry spans more than 20 years. Previously serving as a Financial Center Manger with Wells Fargo Bank, N.A., she was responsible for the overall operation and success of the branch. As a managing Assistant Vice President, she coached her team in service, sales and financial guidance. Carin was a prominent face in the Wells Fargo community, cultivating relationships with many of the area’s businesses and leading her region in performance.
Carin attended Northampton Community College and East Stroudsburg University.