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Kristi Tomlinson, AAMS®

Financial Advisor
kristi@preservationfinancial.com

Kristi Tomlinson

Kristi Tomlinson is a Financial Advisor and Accredited Asset Management Specialist. Her primary focus is to build personal relationships with her clients and to help them be a good steward of their resources. She believes every person has a calling or passion in life, and she desires to see each person be in a position to meet their financial goals and walk out their calling.

Kristi grew up in the Dallas area, raised by parents who knew the value of hard work. Her first memories of money were the lessons she learned from her parents and grandparents about tithing, giving, and generosity. She graduated Magna Cum Laude from LeTourneau University in Longview, Texas with a degree of Bachelor of Business Administration. She has spent more than 20 years in the insurance and financial services industry.

Kristi is a Qualified Kingdom Advisor, a discipleship program for financial professionals. She serves on the board as Mentor Chair of the Dallas 4word Women, a national women’s group that advocates mentoring for professional Christian women. She has been married for over 20 years to her husband, Clayton, and has two daughters, Niki and Natasha, and two sons, Tyler and Austin. She and Clayton are members and active volunteers of Gateway Church.

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Securities offered through Questar Capital Corporation, Inc. (QCC) Member FINRA, SIPC

Advisory services offered through Questar Asset Management (QAM) A Registered Investment Advisor.

Preservation Financial, LLC is independent of QCC and QAM.

Preservation Financial, LLC is a full service financial services firm, not a CPA firm.


This communication is strictly intended for individuals residing in the state(s) of TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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