Kristi Tidwell, CFP®, CDFA®, TPCP®
Kristi brings over 25 years of wealth management experience to BWM, specializing in helping clients navigate life's major transitions and financial crossroads. From crafting tax-efficient retirement strategies to analyzing the financial complexities of divorce, she blends deep technical expertise with a genuinely personalized approach that prioritizes each client's unique goals.
A Mississippi College graduate with a BSBA in Finance, Kristi holds both the Certified
Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA®) designations and is recently one of the first advisors in the country to earn the Tax Planning Certified Professional (TPCP®) designation. This diverse expertise allows her to provide comprehensive guidance across all aspects of her client's financial lives.
Beyond her role as a trusted financial advisor, Kristi is a proud mother to twin sons, Trent and Tyson, and daughter Ava. When she is not working with clients, she loves hosting football watch parties, traveling to beaches around the world, and renovating her Airbnb properties. After the last few years working with high net worth clients at a firm in Chicago, Kristi has returned to Branning Wealth, bringing enhanced capabilities and a deep commitment to serving her community.
