Kirsten Reynolds,

Throughout her career in financial services, Kirsten has utilized her compassion, attention to detail and dependable nature to ensure clients are provided the dedicated service they deserve. She approaches each client request or question with a positive attitude and conscientious manner. She also greatly assists our financial advisors and plays a key role in ensuring our office runs efficiently and building strong and trusting relationships with our clients.

Before joining our team in May 2024, Kirsten was a Grantmaking Manager at Dance/NYC and a dance instructor at Petite Performers Williamsburg and St. Peters Academy of Dance. She holds bachelor’s degrees in Ballet and Modern Dance from Texas Christian University. Kirsten earned her Financial Paraplanner Qualified Professional^TM designation in 2025.

Kirsten grew up in Harbor Springs, MI, and lives in Levering with her miniature poodle, Sienna. When not in the office, Kirsten enjoys hiking, taking ballroom dance lessons, and baking. She enjoys giving back to her community and is a member of Impact100 Little Traverse Bay.

Financial Paraplanner Qualified Professional^TM, FPQP^®, and the FPQP^® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.