Kirstyn Simon, CFP®

Kirstyn brings over a decade of experience helping families make confident financial decisions. She spent 8 years at the J.P. Morgan Private Bank guiding clients through their financial planning goals and later took her expertise into the fintech world at Range. She spent 2 years there leveraging AI to solve modern financial challenges and bring a tech-forward approach to financial planning. In 2025, she joined Fi3 Advisors, which soon became Wealthspire, to focus on advising clients regarding their complex estate planning needs. Kirstyn combines her background in planning, banking, and fintech to empower clients to not only understand their financial picture but also achieve the goals that matter most to them. 

Kirstyn is a proud Indiana native who grew up in a small rural town outside of South Bend, IN. She went to IU Bloomington and pursued a degree in Finance from the Kelley School of Business.