Kristen has worked in the financial services industry since 1999 when she started her financial career with Charles Schwab where she was educating Financial Advisors and clients across the country. She became passionate about making sure everyone had access to a level of financial planning that goes beyond investment advice. Every client knows that she deeply cares that they achieve their personal goals and nothing in their lives is being neglected. Helping her clients understand their relationship with money and the “why?” behind their financial goals is one of her favorite things about her work.
In 2014, Kristen became an Independent Advisor so that she could have the opportunity to empower her clients with financial education and lead them to confidence they can carry over to every aspect of their lives.
As part of her role as an advisor she noticed a need for anyone going through a divorce to have financial expertise as part of their divorce team and acquired the Certified Divorce Financial Analyst (CDFA®) in 2017. Helping individuals make sound financial decisions through such an emotional time and avoid the court system if possible, lead her to become a trained Mediator and Collaborative Law Practitioner. Kristen brings a truly authentic level of compassion to every client relationship
Outside of her professional life, Kristen enjoys spending quality time with her teenage daughter and 2 crazy dogs. In her spare time she loves to play tennis, work out, and catching some live music.