As a CERTIFIED FINANCIAL PLANNER TM practitioner, Kristin provides financial guidance and develops tailored stretegies to help her cleints reach their wealth management objectives.  She offers candid and pro-active advice while creating, executing and adjusting their plan as needed ultimately helping provide them with the financial security that lasts a lifetime and leaves the legacy they desire. Building personal relationships with individuals, familes and busienss owners, she works with them throughout life's many stages. 

Kristin embrace a holistic approach with her clients, supported by the firm’s vast resources. Her practice is based primarily on referrals from existing clients and an established network of CPAs and Attorneys. These professionals compliment her practice by helping her address all areas of her clients’ lives.

Kristin upholds her CERTIFIED FINANCIAL PLANNER TM practitioner and Chartered Life Underwriter (CLU) designations by abiding to the CFP Board’s Code of Ethics to provide financial planning with fairness and integrity and completes a minimum of 30 hours of continuing education every two years. She has also received a certificate in Retirement Planning from Wharton Business School. 

Kristin is an active member of the Lions Club of Lexington. She was elected as the Club’s first female Presi-dent and served as Treasurer of the organization for many years. She is involved with the Essex Country Estate Planning Council. Kristin also served as Board President of the Visiting Nurse and Community Health, Inc (VNCH) after serving on the Board for many years.

A dedicated volunteer, Kristin’s philanthropic pursuits focus on areas of children’s welfare, homelessness, cancers and special needs. When she isn’t serving the best interests of her clients or volunteering her time helping others, Kristin enjoys cooking, golfing, gardening, and traveling. Valuing any time spent with family and friends, she also embraces the opportunity to escape to the beach. Citing her parents as her personal heros, who raised seven children during difficult times, Kristin models her parent’s motto: “Treat others as you would like to be treated.” Not surprisingly, Kristin is recognized by clients and colleagues alike for being attentive and compassionate.