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 https://calendly.com/kristenheller
Download her contact card HERE.