Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
Kristen handles all of our applications to ensure sure the team's advice and recommendations are processed timely and efficiently. She and her husband Chris have four children: Ryan, Kelly, Ashley, and Megan. Kristen values time with family and enjoys attending kids’ sporting events, traveling, and spending time with friends.
Wendi has been with the practice since 2009! She is responsible for all the marketing communication for the practice and ensures every client receives outstanding service. Wendi is married to Tim, and they have three children. She enjoys spending time with her family and friends, entertaining, cooking, and traveling, but most of all, she loves spending time with her grandkids.
Kristin manages the firm's calendar and handles all the scheduling for the Advisors. She enjoys spending time with her husband, Leigh, and their three children: Jess, Lily & Logan. Kristin loves to travel! Her favorite vacation destination is anything tropical, but her adventurous husband and their children prefer hiking in the mountains; so they enjoy a bit of both!
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