Kristy M. Schaffer

Kristy Schaffer is a financial advisor in Savant’s St. Paul, Minnesota, office who focuses on tax planning, stock options, alternative compensation strategies, and comprehensive financial planning for senior executives at large multinational companies.

Involved in the financial services industry since 1999, Kristy helps clients navigate complex financial decisions with clarity and confidence. As a CERTIFIED FINANCIAL PLANNER® professional, she works across all areas of financial planning, including wealth transfer, philanthropy, proactive income and estate tax planning, retirement planning, cash flow projections, retirement income strategies, insurance analysis, debt management, and education funding.

Kristy brings a strong tax background to her work. In addition to holding the Certified Public Accountant (CPA) designation, she earned the Personal Financial Specialist (PFS) credential from the American Institute of Certified Public Accountants (AICPA). Her experience allows her to help clients align tax-efficient strategies with their broader financial goals.

Before starting at Savant in 2025, when PrairieView Partners joined the firm, where she served as a partner, Kristy advised high-net-worth individuals as a wealth manager and tax advisor at a private investment advisory firm. Earlier in her career, she worked in public accounting, focusing on tax compliance for corporate and individual clients.

Kristy earned a bachelor’s degree in business administration and international relations from the University of Redlands in California and a Master of Science (MS) in personal financial planning from the College for Financial Planning®. Her combination of advanced financial planning education and tax knowledge helps clients address sophisticated planning needs.

Kristy lives in Prior Lake, Minnesota, with her husband and two children. She enjoys spending time outdoors with her family, especially skiing, hiking, and exploring new destinations throughout the mountains of the western United States.