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Kristin Dunlevy

Kristin Dunlevy
Kristin Dunlevy
QPFC, AIF®
Retirement Plan Advisor
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Kristin joined ProCourse Fiduciary Advisors, LLC with over 20 years of broad industry experience through her work for a certified public accounting firm, an actuarial firm and registered investment advisory firms. She earned her Bachelor of Science in Mathematics with Magna Cum Laude from the University of Louisville.

Her leadership and industry knowledge of investment management, asset allocation, market strategy, fee and expense benchmarking, service provider searches and retirement plan design enables her to fulfil her passion to make retirement plans more effective and align with plan sponsor’s overall objectives.

Throughout her career, Kristin has served as an investment fiduciary in her roles as a president, principal, managing director, director of research, investment officer, manager, and advisor.

About Kristin:

Kristin is a published author and has been quoted in local and international publications such as Louisville Business First and London’s Financial Times. She serves on the Louisville Employee Benefits Council Executive Committee and currently serves as LEBC’s President. She also serves on the American Society of Pension Professionals & Actuaries’ Government Affairs Committee. She resides in Louisville Kentucky with her husband and two of their five children.

Credentials:

> Accredited Investment Fiduciary (AIF®) designation
> Qualified Plan Financial Consultant (QPFC) designation