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Kristen Heller, CSRIC®

Kristen Heller, CSRIC®

Financial Advisor

Currently the newest member of our team, Kristen is involved with everything from paraplanning to product research, all while studying for her CFP® designation, which she plans to utilize in her focus of behavioral finance and coaching.

Kristen is a key part of our “seasonal” planning model and lends her extensive knowledge on Socially Responsible Investing.

To schedule a meeting with Kristen, visit

Download her contact card HERE.