Team

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.