About
Kristen has more than 15 years of experience in the financial services industry, with a background span of both retail banking and wealth management. While she began her career in management at a retail bank, she quickly discovered her true passion for wealth management—where she could build deeper, long-term relationships and help individuals and families navigate the complexities of their financial lives.
Kristen takes a planning-first, highly personalized approach, working closely with clients to understand what matters most to them before developing strategies aligned with their short-and long-term goals. She specializes in retirement planning, investment management, tax-efficient strategies, trust and estate planning, and is known for her collaborative style, attention to detail, and commitment to delivering high-touch client experience.
She earned her Bachelor of Science in Business Administration and Finance from the University of Northern Colorado. She lives in a suburb of Denver with her husband, Dave, and their two children, Brooklee and Brayden. Outside of work, she enjoys skiing, volunteering, hiking, traveling with her family—and cheering on the Green Bay Packers (GO PACK!).
Education
- BBA - Finance, University of Northern Colorado
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation