Kristin began her financial services career in 2005 and joined our team in 2013 as our Marketing Assistant. She became a LPL Registered Sales Assistant in 2015. Kristin is our New Account Specialist and ensures that all paperwork meets compliance regulations. Not only does she support all clients and Wealth Advisors, but also assists with Marketing events. She is highly dedicated and organized with an emphasis on providing excellent client service.
In her spare time, Kristin loves to spend time with her family, read and ride her horses.