Kristin is committed to helping us provide a dedicated and focused client experience. Her mission is to help educate and inform our clients throughout their financial journeys – all while working to make their lives easier.
She assists clients with check, wire and money movement requests, address changes, and all things related to their accounts, including answering questions and processing account updates. Kristin also assists our team with many essential administrative duties.
Before joining our team in September 2022, Kristin was a branch office administrator at Edward Jones and an office manager at Glenwood Medical Associates. She holds an associate degree in business administration from Colorado Mesa University.
Kristin is originally from Meeker, Colorado, and now lives in Silt, Colorado, with her husband, Eddie. She enjoys hiking, traveling and going to local sporting events.