As Wealth Management Director at Mowery & Schoenfeld, Kristy is responsible for staffing and leadership of research, portfolio management, and the Firm’s client service efforts. She specializes in helping business owners plan for the future and optimize their financial strategy, guiding them through the wealth implications of M&A transactions.
For the past 15 years McCullough 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.
Outside of the office, Kristy is busy raising her four daughters with her husband. She is an avid runner, having completed all but one of the world’s major marathons.