Our Team

Kristin, Client Service Associate, has been with the company since 2008. Kristin is the first point of contact for all clients and is responsible for overseeing the daily operational activities, account opening and account maintenance. She has extensive experience with servicing customer requests and is passionate about establishing a warm, caring and professional atmosphere for the firm’s clients.

Kristin provides superior service to our clients to ensure they are getting the most value from our financial life planning process. She enjoys assisting clients and feels that building relationships has been the best part of her career thus far.