Kristin joined our team in September 2013. She began her career after graduating from the University of North Florida where she received a double major in Business Administration in Marketing and Management. Since then, Kristin has become an advisor and holds the Series 7 and Series 66 license. Today she represents the Director of Client Relations by using her customer service skills to build long-term relationships with clients and her organization skills to ensure a team-oriented work environment. In addition to working with clients, Kristin manages our website and other social media platforms. She also is a founding member of the Women’s Leadership Alliance, a nonprofit organization founded to attract, develop and engage the most promising women leaders to grow and strengthen the financial advisory profession.
Originally from Niceville, FL, Kristin moved to Jacksonville Beach in 2009 to pursue her education at UNF. Similar to the beach life she grew up in, she now calls Jacksonville Beach her home. She enjoys spending time at the beach and with her husband, family, friends and their Vizsla, Hudson.