Kristin McCarty

Special Projects Manager

Kristin’s primary focus will be looking around the corner to help us research new opportunities that can improve your situation and will enhance our ability to continue to provide the highest level of service to you going forward.


Kristin has over 12 years of experience in the Financial Services industry, having previously worked for RBC Wealth Management in Senior Financial Associate and Financial Advisor roles. Prior to her career in financial services, Kristin worked for the Ritz-Carlton and Marriott hotel brands in a sales role. She graduated from the University of Richmond with a BS in Business Administration, with concentrations in Marketing and International Business.

Kristin has her Series 7, Series 66 and Colorado life and health licenses.  She is also a Notary registered with the State of Colorado. She lives in Greenwood Village, CO with her husband Gavin, and two children William and CeCe.  While not at work you can typically find her skiing, playing tennis, running and cheering on her favorite sports teams.  She loves to travel and has been active in the community, having previously held chair positions for the Junior League of Denver, Children’s Museum of Denver Annual Birthday Bash, and the Belleview Elementary PTCO.

Phone 303-714-4784