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Experience

Kristin  is a senior manager in the wealth management practice. She is known for engaging with her clients on their personal financial planning issues to develop holistic solutions that best fit their needs. Areas of expertise include personal financial planning, investment consulting, and executive compensation planning. With 10 years experience, Kristin specializes in tailored wealth management services for high net worth individuals and families. Kristin also holds a BS in economics & management from Albion College.

Kristin is a lifelong member of the Kalamazoo Community with a strong desire to help families in the area grow and maintain their wealth.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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