Kristen has a passion for relationships and service, and enjoys working with clients to ensure their financial goals are accomplished. She prepares the financial planning analysis and often assists in client meetings with our team of advisors. Kristen is a Notary Public and works closely with clients and attorneys during the estate planning process.
Cristina specializes in providing operational support, preparing new account and service paperwork, and facilitating and resolving client service requests. She enjoys connecting with clients from the time they enter the office, as well as over the phone. Cristina is a graduate of the University of Northern Colorado.
Natasha's background in project management, along with her attention to detail, make her a perfect fit for our team. She supports Lee and Larkin in calendar management, communication, and keeps our office running smoothly.
Sarah has experience in the service and financial industries and previously worked as a barista and manager at a local coffee shop where she built long-lasting relationships with her colleagues and customers. At Bugay, Watson & Associates she assists with greeting clients as they come into the office and scheduling and confirming client meetings.
With an enthusiasm for learning and teamwork, Emma takes pride in supporting clients and the team to ensure a superior client experience. She enjoys interacting with clients and working behind the scenes to keep the office records organized. Emma is a Financial Managment major at Clemson University and plans to continue to work in financial planning after graduating in 2025.
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