Our founder and CEO, Kristy Gusick, originally got her start in financial planning marketing in 1994 when she started working for a regional manager within an independent broker/dealer.
In this role, she helped recruit and launch new advisors, conducted compliance reviews, created marketing pieces, supported clients and managed large-scale events. After that, she and her husband moved on to launch their own financial advisory practice from scratch, which they later sold to another advisor in 2005.
Kristy’s experience in the financial services industry revealed her true gift: growing a business and helping others do the same. Her realization of this passion led her to dive into professional services marketing and entrepreneurship in 2007—and she hasn’t looked back since.
A business catalyst through and through, Kristy can help you envision your financial advisory firm’s growth—and connect you with members of the Align team to make it happen. Think of Kristy as your key strategist, accountability coach, financial planning marketing guide, and business connector for helping you achieve your growth goals.