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Kristi Cote, CPA
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For more than 30 years, I’ve helped individuals and businesses navigate their financial world with clarity, confidence, and a client‑first mindset. My career spans both public accounting and private industry, shaped by a love for problem‑solving and a genuine passion for helping people succeed on their own terms. I am a Certified Public Accountant (CPA) and hold an undergraduate degree from Bentley University, along with a Master’s degree from Capella University.

 

While my technical training has been invaluable, my most meaningful lessons have come from the clients I’ve served — each with their own goals, challenges, and definition of success. Outside of work, I value time with my family, including my husband, our growing family and our pugs — the heart of everything I do.

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