Kristin brings extensive experience in the financial industry, with a focus on client service, administrative support, and building trusted relationships. She is committed to providing thoughtful, personalized support through responsiveness, attention to detail, and a genuine understanding of each client’s needs.
As our Client Service Representative, Kristin plays an important role in ensuring a seamless and elevated client experience. A graduate of Michigan State University with a degree in Journalism and Public Relations, Kristin brings strong communication skills, organization, and a relationship-focused approach to her role. She is dedicated to supporting clients, fostering meaningful relationships, and delivering the care and professionalism clients expect from a trusted wealth management team.
Outside of work, Kristin enjoys time with her husband and children, staying active through running, and spending time outdoors. She values family, personal wellness, and the moments that bring balance and fulfillment to her life.