The Story Behind KC & Co

Helping Independent Advisors Benefit from Big-Firm Operational Experience

Before launching KC & Co Studio, I spent more than 12 years in the financial services industry, helping support and grow a multi-advisor wealth management firm through years of expansion, operational change, and continued growth.

As the firm grew, so did the need for stronger systems, documented processes, efficient workflows, and operational support. I experienced firsthand how important it is to have the right structure in place to support advisors, clients, and a growing business.

Today, I bring those experiences to independent financial advisors and small advisory firms, helping create organized operations, streamlined workflows, and dependable support that allows practices to operate more efficiently and serve clients well.

I'm known for being dependable, detail-oriented, and practical. I’m someone who can be trusted to keep the moving pieces moving while bringing structure and consistency to day-to-day operations.

When I'm not working, you'll find me spending time with my family, cheering on my daughter at barrel races, enjoying life on our small farm, or dreaming up the next project. I believe a successful business should support your life, not consume it. Having the right operational support can make all the difference.

-Kassie Cruse

Why Advisors Choose KC & Co.

Organized Systems

Move from scattered processes to documented workflows and systems that support consistency and efficiency.

Reliable Ops Support

Gain a trusted right hand who helps keep operations running smoothly and the moving pieces moving forward.

More Capacity

Spend less time managing operational details and more time focused on clients, growth, and your priorities.