Kristin brings authenticity and dependability to her practice, applying both qualities to all facets of her work as a financial advisor. To her clients, she is a source of comfort, knowledge and commitment to their financial lives. Her vast experiences have led her to have a well-rounded and complete understanding of finance as a whole, which she leverages throughout her work.
A graduate of Florida State University, Kristin holds a Bachelor of Science degree in psychology. Her robust background in financial services spans several well-respected institutions, such as Fifth Third Bank, Wachovia Securities, PNC Bank and Edward Jones. This diverse work history provides her practice with over 14 years of experience.
On a daily basis, Kristin meets with clients to set goals and executes thoughtful strategies to drive progress toward them. She takes special care to get to know each client personally and strives to keep an open line of communication with them at all times. Her careful, data-driven approach to the discovery process enables her to establish an agile investment framework, creating strong financial plans that can be efficiently adjusted as changes occur.
Outside the office, Kristin enjoys weekend trips away from the city, exploring new places, comedy shows, concerts and the occasional sporting event. She can also be found cheering on her son during his sporting events.
Originally from Fairfax, Virginia, Kristin currently resides in Houston, Texas, with her son, Michael.