Kristen brings more than 12 years of experience working in the financial services industry with a background in both retail banking and wealth management. While she began her career in management at a retail bank, she later found her true calling and developed a passion for wealth management. She thrives on developing deeper relationships with her clients in order to help them achieve their short-term and long-term financial goals. Kristen assists clients in areas of financial planning, investment management, and retirement planning. Her approach begins by listening to her client’s goals and wishes to gain an understanding of what is important to them. She then analyzes their financial situation and develops a highly personalized strategy to help them achieve their goals. She attended University of Northern Colorado, where she received her degree in Finance. She lives in a surrounding suburb of Denver with her husband, Dave and their daughter, Brooklee. In her free time, you can usually find her skiing, traveling, hiking with her family and their beagle, Aspen or cheering on the Green Bay Packers.