801 Main Street, Ste. 300
Louisville, CO 80027





Kristy Tochihara

Kristy Tochihara

Director, Senior PIM Portfolio Manager


Kristy provides comprehensive investment planning with individuals and small businesses to help them achieve their financial goals.

Background and experience

For over 30 years, Kristy has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Kristy has dedicated her career to delivering the personalized investment planning services her clients deserve.

Kristy graduated from the University of Colorado in Boulder, CO and started her career in the financial field in 1988.  She heads a team that helps provide personalized financial advice for individuals and families as well as small businesses.  In 2012, she earned her Chartered Retirement Planning Counselor® designation certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements.

Kristy is passionate about her community involvement which include being on the board of the University of Colorado Leeds Board of Friends and Alumni, and also the Denver Alzheimer’s Association.  She also served as a past board member to the Boulder County YWCA and recently participated in their Dancing with the Boulder Stars in 2015.  

Away from the office

Kristy spends the remainder of her free time playing golf and tennis, and recently started playing pickleball.  She enjoys traveling and is an avid movie buff.   



Kristy is a registered Financial Advisor in the following states: AK, AR, AZ, CA, CO, FL, GA, HI, IL, KS, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NM, NY, OK, OR, PA, SC, SD, TN, TX, VT, WA, WI, WV, WY .

Phone (720) 625-3334
Fax (720) 625-3348
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