Kristin is the first point of contact for the practice and helps us maintain the high level of service we provide to our clients. Reliable and detail-oriented, she provides prompt and accurate answers to our clients’ questions and needs.
Our clients know that Kristin is here to help them understand and manage their financial accounts, take care of their requests, and follow through to ensure that each task is properly completed.
In addition, Kristin also manages all operational matters related to running a financial planning practice – to keep our office processes running efficiently.
Kristin joined Raymond James in July 2019. Earlier in her career, she was a registered client service associate at Ameriprise Financial, and a client service associate at both Delaney Financial and Ameriprise Financial. She earned a Bachelor of Arts in sociology from the University of South Florida.
Kristin is originally from San Diego, California, and lives in College Park, Florida, with her husband, David, and son, Duncan. In her free time, she enjoys reading, relaxing by the pool, and retail therapy.