As a senior financial planning consultant, Kristen’s goal is to ensure those she serves feel comfortable with their financial plan in order to help them make smart financial decisions in all aspects of their lives.
Kristen’s specialty is coordinating with the team’s clients to develop comprehensive financial plans, implement tax and estate planning strategies, and provide impeccable service at the highest level. She also strives to make clients’ financial lives easier through her coordination with tax professionals and attorneys on their behalf.
Growing up, Kristen’s father was a financial advisor, and for as long as she can remember she’s wanted to follow in his footsteps. Kristen began her career in the financial services industry in 2002 as an annuity wholesaler. In 2005, she joined a nationally recognized independent financial planning and investment management firm in Northern Virginia, where she served as a first vice president. In 2009, after meeting her husband the year before, Kristen moved to Savannah, where she joined Bill’s team as a financial consultant.
Kristen received a Bachelor of Science degree in business with a finance major from Miami University in Oxford, Ohio. She completed Georgetown University’s Certificate of Financial Planning program in 2006 and earned her CERTIFIED FINANCIAL PLANNER™ certification in 2007. The CFP® certification is one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. Kristen also holds her Series 7, 63 and 65 securities licenses, as well as her life, accident & sickness, and variable products insurance licenses.
Originally from the rural town of Urbana, Ohio, Kristen makes her home in Savannah with her husband, John, and their dog, Henny. Kristen serves as a sustainer and past board member of the Junior League of Savannah. In her free time, she enjoys spending time with family and friends, practicing yoga, going to the beach, traveling, and Ohio State football.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James does not provide tax or accounting services.