Advisory Team

Amy Hubble

PhD, CFA, CFP®
Principal Investment Advisor

Dr. Amy Hubble is the founding principal at Radix Financial, LLC, an independent SEC-Registered Investment Adviser (RIA) firm serving individuals, families, and non-profits across the United States. Specializing in research-based, long-term investment management and planning, Amy is the primary relationship contact and portfolio manager for all clients of Radix Financial.

Before founding Radix in 2015, Amy spent her early career at Heritage Trust Company in Oklahoma City, where she served as the Senior Vice President and head of the personal trust relationship management team.

In addition to her full time work at Radix, Amy also works as an international investment consultant for Helix Advisory Services in the Cayman Islands, provides clinical research and consulting for the Financial Planning Performance Lab at the University of Georgia, teaches CFP® Exam Review courses for Wiley, serves on the Business Advisory Council for the School of Business at Oklahoma Christian University, and sits on the board of CFA Society Cayman Islands.

Amy is an active public speaker, published academic researcher, and financial educator--traveling often to appear on television, podcast, and radio programs discussing issues surrounding personal finance and investments. She is a frequent co-host of "Money Sense," a bi-monthly radio program airing in the Cayman Islands and has appeared in numerous media publications including: The Wall Street Journal, Forbes, USA Today, CNBC, MarketWatch, CNN Money, Investopedia, InvestmentNews, US News & World Report, and Kiplingers.

For fun, Amy loves to read, has recently taken up scuba diving, and is a die-hard Sooner football fan.

Most importantly, Amy has a passion for issues concerning global economics and poverty. She serves on the board of directors and as treasurer for Heartbeat for Hope, a non-profit 501(c)3 organization that works to reduce poverty in the small West African country of Ghana through literacy programs, vocational training, and microfinance. To learn more please visit www.heartbeatforhope.com/creations.

Formal Education

PhD, Financial Planning and Consumer Economics, University of Georgia

MBA, Finance, University of Oklahoma

BA, Marketing/Management and International Studies, Oklahoma Christian University

Professional Designations

Chartered Financial Analyst (CFA)

CERTIFIED FINANCIAL PLANNER (CFP®)

Kristin Short

Phone: (805) 267-9540

E-mail: kristin@radixfinancial.com

Dr. Kristin Short serves as an Associate Investment Advisor and provides collaborative virtual support and consulting for all client account relationships.

Prior to joining Radix, Kristin’s financial services background has focused on optimizing client goals by integrating research-based investment strategies within comprehensive financial plan development. Her experience serving women, families, and business executives has taken place within the context of a growing wealth management firm, a service-oriented financial counseling clinic, and through her outside consulting firm, Kristin J. Short Consulting LLC.

Kristin is a published academic researcher and financial educator. Her doctoral work specialized in financial education curriculum development and implementation, which led to academic publications and speaking engagements in the areas of financial education and financial stress. Kristin’s sub-focus in student loan repayment strategies earned recognition through the AFCPE student scholarship award. She was also awarded the Outstanding Graduate Student Award by the University of Georgia Department of Financial Planning, Housing, and Consumer Economics for her cumulative doctoral portfolio.

Kristin’s early professional career included conducting NIH-funded clinical research, followed by managing collaborative partnerships at the University of Georgia as a Senior Coordinator. During this time, she also worked closely with student executive boards as an advisor to develop leadership proficiencies including communication, fiscal management, supervision, and conflict resolution.

Now based in California, Kristin enjoys traveling, hiking, and spending time with her husband and toddler son. Kristin has a passion for values-based financial stewardship and enjoys using her experience in financial planning to engage in volunteer mentorship and counseling, speaking engagements, and small group curriculum development for her local church.

Formal Education

PhD, Financial Planning, The University of Georgia

M.S.Ed, Higher Education and Student Affairs, Baylor University

B.S., Biology with Minors in Chemistry and Spanish, Baylor University

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Advisory Team

Amy Hubble

PhD, CFA, CFP® Principal Investment Advisor

Kristin Short

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PhD, CFA, CFP®
Principal Investment Advisor