“If you can do both well and good with your investments, the question is not why, but why not?” -Kristi Avery
Kristi is an Accredited Investment Fiduciary®, Registered Principal, Investment Advisor Representative and founding Partner of FOR Investment Partners,offering Securities and Investment Advisory Services through Western International Securities, Inc. She is also a State of Michigan licensed Life and Health Insurance agent. She began work in the Securities industry in 2004 and naturally gravitated to Socially Responsible Investing strategies as way to help clients connect with their assets on a more personal or organizational level, believing passionately that investors have a voice with their financial resources, using capital as a force for positive change She enjoys working as a true partner with her clients to achieve their financial goals while aligning them with their individual values and missions.
Kristi attended Northwestern Michigan College, graduating with dual Associates degrees in Arts and Health and Sciences, with a focus on Business and Marketing. She then graduated Summa Cum Laude from Ferris State University with a Bachelor's of Business Administration and certificate degrees in International Business & Human Resources Management. She holds Series 24, 7, 65 & 63 securities licenses.
Kristi is a passionate environmentalist, fresh water lover and outdoor enthusiast; she loves to kiteboard, mountain bike & hike the many local trails and land conservancy areas with her husband and rescue dog Mae. Sustainability is not only important in her business but her personal life as well believing that living with intention should be a priority.