Kristin’s goal is to help clients organize their finances and estates so that they can focus on doing what they enjoy. She offers thoughtful guidance, providing clients with perspective and solutions to help take the anxiety out of their investment and financial decision-making. Helping clients through times of transition and giving them the confidence to make big decisions, such as retiring early or creating a charitable legacy, are the most rewarding parts of the job for her.
Before becoming a founding partner in the practice, Kristin spent several years in the financial services industry where she held roles in client service, management and compliance, and as a financial advisor.
Kristin holds Series 7, 9, 10 and 66 securities licenses and life, health and variable annuities licenses. She earned a bachelor’s degree in economics from The College of St. Scholastica, where she has also served as an adjunct faculty member in the School of Business and Technology, and sits on the investment committee for the board of trustees.
Outside of work Kristin is an avid distance runner, competing in marathon and ultra-marathon distances on both the road and trail. She is also a CrossFit athlete and Level 2 trainer, and appreciates a good sweat session. Kristin is a true animal lover and has two rescue cats and three dogs ‒ Lulu (an Australian shepherd), Fran (a Newfoundland) and Rogue (an English springer spaniel).
Kristin was born in Virginia, Minnesota, where she spent about half of her childhood, but graduated from high school in Mora, Minnesota. Today she is a proud Duluthian, where she lives with her fiancé, Dan, and their children.