Associate Wealth Advisor
Average Length of Client Relationships: 7 years
Years of Experience: 15 years
- University of Iowa, BFA, Graphic Design
- Certified Trust and Fiduciary Advisor (CTFA®)
- Graduate, Wells Fargo Advising with Impact
- Graduate, Wells Fargo Family Dynamics Training
Other Notable Information
- Kristen’s niche is working with families, bringing to bear her experience in budgeting and bill pay, family educational planning, tax preparation management, and trust and estate planning.
- She is skilled in partnering with her clients to navigate their financial planning and fiduciary banking needs.