Broker Check

Who is Kristen?

Our Primary Purpose

Like you, I'm multi-dimensional.  It's not one single role that defines who I am but the culmination of them all.

I'm a mom, a friend, a wife and a financial advisor.  

I'm a passionate person who likes to put my money where my values lay.  I try to shop sustainably, eat organically, be respectful of diverse opinions and cheer on professional power women.  That being said, sometimes I just want a greasy burger and  watch some mindless TV.  

I have been in finance for my entire adult career in one respect or the other.  I know what it feels like live paycheck to paycheck. To work hard and achieve goals and wonder what's next.  I have been in your shoes.  

These days when I'm not with  my family, my focus is my business.  I love this industry.  I found the Financial Planners Association (FPA) in 2019 and have found life long friends across the country.  I've created mastermind groups to study industry standards and trends.  I currently sit on the FPA's national subcommittee to find opportunities for NextGen advisors in the early part of their careers.

I invite you to check out all the material on my site. If something prompts a question, please send me a quick email or give me a call.  I'm excited to meet you!

Client Centered

As a family, we navigated the world of equity compensation on our own.  Watching as colleagues turned to internal chat systems for financial advice.  Seeking answers for ourselves on how to compare salary structures when stocks are involved.  Watch as that compensation went up and down with market fluctuations and feeling all the emotions that went with it.  

This gives me first hand knowledge about the advice I give to my clients regarding equity compensation.  I don't just help you make a plan, I understand the feelings behind that plan when its implemented.

My goal is to exceed your expectations, helping you achieve your financial goals while supporting your values.