An Investment Advisor Representative, Kristen’s entire career has been
devoted to empowering others through education to achieve their financial
goals. She provides professional guidance to individuals to help them
obtain financial well-being for themselves and their families. With over
19 years of wealth management experience, Kristen spent many years at
Charles Schwab, where she educated over 6,000 financial advisors. She
graduated from Baldwin Wallace College (Barea, OH) and supports many
non-profit organizations, including being a member of the National PKU
Organization, which works to increase awareness of metabolic genetic
disorders in children. She enjoys spending time with her family (husband,
daughter, and two dogs) in Charlotte, NC.
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