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Kristin Bennett

Relationship Manager, CFP®, CPWA®


I specialize in tailored wealth management services for high-net-worth individuals and families. By understanding their entire financial picture, I craft custom holistic solutions that best fit their needs. I enjoy helping them achieve financial security as a means to allow them to do the things that make them happy. That could be traveling, spending time with grandchildren, or planning for a healthy retirement. My expertise includes personal financial planning, investment consulting, and executive compensation planning.

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I spent most of my childhood as a competitive figure skater traveling around the country. Spending countless hours in a cold ice rink taught me the values of discipline, self-motivation, and humility.

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