Meet The Team
Kristin is a former Assistant Principal who left the high-stress grind to focus on creating the work-life balance she needs and being there for her family more. Kristin has always had a passion for managing money. She paid off her student loans while taking vacations. She believes in the “AND” mentality, not the “OR” mentality, and works with people to meet their individual needs, showing them they do not need to give up anything to find financial freedom.
She specializes in trusts, retirement, living benefits, annuities, debt management, life insurance, and long-term care. In her downtime, you can find Kristin doing yoga, hiking, biking, and paddle boarding on the ocean. Kristin is a passion-driven person and is proud to be able to bring that passion to educating families on their financial wellbeing.