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About Kristen

For Kristen, the best value she can add for clients is trust. She’s here to be the client’s advocate; to guide them through the complexity of transactions, paperwork, and life events. She wants to help all clients realize their financial goals no matter where they are in life’s stages.

Kristen began her finance career after asking herself an important question post graduation from the University of Texas at Arlington: how was she ever going to be able to afford law school? How could she have not foreseen this obvious hurdle, and how could she help people avoid this in the future? Thus, a love affair with financial planning was born. “I couldn’t help but think I could have planned for this if I had just had the guidance I needed to start saving and investing. That’s when I realized people needed help, and my desired career path changed.”

Kristen started in the industry in 2006 and hasn’t looked back since. Kristen currently holds a series 65 license and is a notary in the state of Florida. She has worked for well-known firms like Fidelity and TD Ameritrade, and recently settled in Orlando with her husband, two dogs, and cat. 

Kristen is an avid equestrian but is currently horseless much to her chagrin. When not riding horses, you can find her at Orlando City Soccer games standing in the supporter’s section, or spending time with her husband and animals.

Favorite food:


Best piece of financial advice received:

“Start investing in your twenties, you’ll thank me in your sixties.”

Favorite quote:

“An investment in knowledge pays the best interest.”

If you could meet anyone, past or present, it would be:

Katherine Johnson

Favorite book:

Breakfast of Champions

Favorite movie:

Star Wars Episode V: The Empire Strikes Back