Kristin has been a member of Krilogy since 2014, where as a Partner and Senior Wealth Advisor she excels in devising sophisticated financial strategies for high-net-worth individuals, including clients navigating significant life transitions such as business succession, divorce, and generational transitions. Leveraging Krilogy’s cutting-edge technology and independent RIA platform, Kristin delivers impartial, strategic advice that integrates a diverse range of market solutions to craft individualized wealth management plans.
Her methodical approach ensures an in-depth assessment and alignment of clients’ financial paths with their strategic goals and risk profiles. Kristin’s commitment to a holistic wealth management philosophy empowers clients to achieve financial excellence and peace of mind.
A native of Iowa City, Iowa, Kristin pursued higher education at Maryville University in St. Louis, where she earned dual degrees in Marketing and Business Administration, followed by an MBA all while playing collegiate basketball. She later went on to take classes at the College of Financial Planning and obtained her CFP® designation.