Kristen started in the financial services industry in 2021. As our Senior Registered Client Service Associate and team operations manager, she is our key point of contact for our client’s day-to-day needs. She assists with scheduling meetings, tax reporting, account statements, money movement, check requests, wire transfers, and general client inquiries.
Originally born in Ohio and raised in West Virginia, Kristen has also lived in Florida and Texas before settling in Georgia with her family. Prior to financial services, Kristen worked a commercial and residential real estate in both Texas and Georgia. She and her husband, George, enjoy attending concerts, Broadway shows, and traveling. They have four adult children and two grandchildren. With a family history of military service, Kristen is also active in the community through her volunteer work with the American Legion Auxiliary, and in her free time, she enjoys reading and taking on DIY home projects.
