Meet Kristin
Financial planning wasn’t my dream job as a little girl, but I am forever grateful for the way this career found me. After over a decade on the servicing and client relationship management side, I felt called into the role of advisor. My risk-averse personality and detail-oriented nature led me through LOTS of research about the advisor career and it was then that I knew this was my path. It is such a privilege and honor to work with families and professionals on their biggest goals, hopes, and dreams. I help you protect what matters most for those who matter most to you so that you can build the future of your dreams.
The comprehensive planning work I handle for my clients includes risk management, wealth accumulation strategies, tax minimization strategies, retirement planning and distribution strategies, and long-term care.
Personally, I enjoy all things pop culture, restaurants, craft beer, a good book, and being a connector. I live in Greensboro with my husband and our daughter.
When working on your financial future, it is critical to work with someone you trust with a proven track record of putting you first. I am the woman for the job. I so look forward to meeting you!
Lending a hand in my community.
As part of Northwestern Mutual, I'm 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 we partner with:
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.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
