About Me

Kristen's son.

I was born and raised in Madison, WI, into a family who loved all things sports!  I was a 3-sport athlete through College (Golf, Softball, and Hockey) graduating Summa Cum Laude with a degree in Economics and Mathematics from Beloit College.  My dad and uncle are both Golf Professionals, so I naturally followed in their footsteps working at Public, Private and Resort Clubs around the Country.  I eventually landed in San Diego, CA, which is now my home, and thoroughly enjoy the sun and beach life all year round. 

After being blessed with my wonderful son, Luke, I had new goals and priorities.  As a single parent, I knew this wouldn't be an easy task, but I had to provide my son with the best possible path to success. Aside from showering him with love and introducing him to every sport under the sun, I believed the best thing I could provide him for the future was financial education and security.  This is when I realized how few of those around me felt 100% financially secure in their current state, nor did they have the resources to know where to go for advice.  My mission became clear.

Kristen

I opened my own Financial Planning practice in January of 2023, and it has been an incredibly rewarding journey.  I am so blessed to have the opportunity to give back to my community with education and expert resources in this space.

I know how life can get!  It is really easy to get in the head space of just trying to survive the day.  Or thinking, I am already doing everything I can, what's the point in building a financial plan?  My simple reply is being proactive, is always better than being reactive.

I love working with those in the Golf Industry, Golf Club Owners and other small Business Owners, as well as Young Families.  I specialize in tax-mitigation strategies, estate planning, retirement planning and business planning. Whether you are getting close to retirement, or planning to buy your first home, I am happy to help build a custom plan with strategies unique to your goals and your timeline. 

Kristen and her son playing hockey.

When my son and I are not on the golf course, we are at the rink skating or playing hockey!  We were both on the ice before the age of 2, so this is something we really have fun doing together.  My family grew up in Buffalo, so we are big Sabres fans but also follow our local San Diego Gulls. 

Being active and eating healthy is important to our family, as well as our faith.  I am constantly challenged, motivated, and inspired to grow deeper in my relationship with God.  My mission is to develop meaningful and lifelong relationships and use my talents to give back to my community. With that I will have a fulfilled life guided by love. 

Lending a hand in my community.

As part of Northwestern Mutual, Kristen is proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations Kristen and her team partner with:

The Rock Church

Kristen and her 5-year-old son, Luke, enjoy helping out the San Diego community through their home church, The Rock. They volunteer at monthly food and diaper drives and provide resources to San Diego Country through events such as, Luke's favorite, Toys for Joy.

Rock Church San Diego

Golf Business Network

Golf Business Network provides professional development, vendor partnerships, and networking opportunities with in-person events to create opportunities to excel your career! As a part of their Advisory Board, I am committed to helping support their membership with personal and business financial planning to help achieve their goals. I am proud to be a part of this wonderful group of Professionals.

GBN Advisory Board Logo

Southern California PGA Section

The Southern California Section (SCPGA) helps support the mission of the PGA of America by promoting the enjoyment and involvement in the game of golf and contributing to its growth by providing services to golf professionals and the golf industry. As a former golf professional, I feel so fortunate to have the opportunity to help support the sport and industry that I am so passionate about. Look forward to seeing you on the link

PGA Southern California Section Partner Logo

Children's Cancer Association | JoyRx

JoyRx provides joy-based programming in local hospitals for children fighting cancer or other serious illnesses. Our Network Office is proud to annually sponsor the Golf for Joy Tournament at Pumpkin Ridge, JoyRx's second-largest fundraising event. I've participated in the tournament and assist with our office fundraising for JoyRx.

JoyRx Logo

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Beads of Courage logo