Kristy Dailey

Financial Counselor | Luray, Virginia, United States

Professional Overview

Kristy Dailey is a seasoned Financial Counselor with over 10 years of experience guiding clients toward financial stability and growth. As a Financial Counselor at Valley Health, she leverages her expertise in personal finance, budgeting, and debt management to empower individuals and families to achieve their financial goals.

Experience Summary

Current Role

As a Financial Counselor at Valley Health since 2011, Kristy has been instrumental in helping clients navigate complex financial situations. In her current role, she:

• Conducts comprehensive financial assessments to identify client needs and develop tailored strategies

• Provides one-on-one counseling to help clients manage debt, improve credit scores, and build savings

• Collaborates with community partners to connect clients with additional resources and support services

• Delivers educational workshops on personal finance topics, including budgeting, credit health, and wealth-building

Under Kristy's guidance, her clients have achieved remarkable success, with many improving their credit scores by 50 points or more and establishing sustainable savings plans.

Career Progression

Prior to joining Valley Health, Kristy gained valuable experience as a Financial Analyst at a local accounting firm, where she honed her skills in financial analysis, forecasting, and reporting. Her ability to translate complex financial information into actionable insights has been a key asset throughout her career.

Academic Background

Kristy holds a Bachelor of Science in Finance from the University of Virginia, where she graduated cum laude. She is also a Certified Financial Planner (CFP®), demonstrating her commitment to professional development and providing the highest level of financial guidance to her clients.

Areas of Expertise

• Personal finance and budgeting

• Debt management and credit counseling

• Financial planning and wealth-building strategies

• Community outreach and client education

• Collaborative problem-solving and client advocacy

Professional Impact

Kristy's dedication to empowering her clients has earned her recognition within the local community. She has been invited to speak at numerous financial workshops and has collaborated with community organizations to expand access to financial counseling services. Her work has helped countless individuals and families achieve greater financial stability and security.

Conclusion

With a steadfast commitment to her clients' well-being and a deep understanding of personal finance, Kristy Dailey continues to make a meaningful impact as a Financial Counselor at Valley Health. Her strategic guidance and personalized approach have transformed the financial lives of those she serves, positioning her as a trusted advisor and thought leader in the field of financial counseling.