Meet Our Team

As a Financial Advisor with over 30 years of experience, my mission is to help my clients and their families reach their financial goals by providing comprehensive investment advice, liability management, risk mitigation through the use of insurance strategies, and efficient wealth transfer through the use of trusts and fiduciary services.

My clients include those nearing retirement who require a sustainable lifetime income strategy, business owners and corporate executives who need a competent Advisor to coordinate their financial affairs and free up their time, and those experiencing a liquidity event such as an inheritance, sale of a business, or divorce. My focus is on providing a comprehensive investment strategy which is tailored to each client’s unique situation. I take a collaborative approach, often working with my client’s other advisors as we explore various strategies designed to help meet my client’s life objectives. I present my recommendations in an independent and objective manner always mindful of controlling costs.

Prior to joining Wells Fargo Advisors in 2010, I built my experience as a Financial Advisor at Merrill Lynch, Morgan Stanley, and UBS. I have also earned the CERTIFIED FINANCIAL PLANNER^® professional certification which includes demonstrating skill in analyzing and developing personal long-term financial strategies, insurance planning and risk management, and retirement income planning. I have been named to the Wells Fargo Advisors Platinum Council. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

Away from the office I enjoy spending time with my family more than anything. When I’m not in the office or at home it’s likely that I can be found at an ice rink playing, coaching, or watching the incredible game of ice hockey.

I am a financial services professional with more than 45 years of experience dedicated to helping my clients and their families reach their financial goals by providing comprehensive investment planning strategies that can help build and preserve their wealth. I take a holistic approach that begins by listening to my clients to identify their objectives, time horizons, and risk tolerance. Once a plan is in place, I help them stay on track by reviewing and adjusting strategies as needed.

To help my clients achieve their vision for retirement and financial success, I have earned the CERTIFIED FINANCIAL PLANNER^® professional certification which includes demonstrating skill in analyzing and developing personal long-term financial strategies, insurance planning and risk management, employee benefits planning, retirement and estate planning strategies. I have been named to the Wells Fargo Advisors Platinum Council. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

A life-long PA resident & Penn State Alum, I am an avid student of Martial Arts. I am president of AJKA-I Karate Association, International and am a Sixth-Degree Black Belt. I also enjoy teaching Karate and learning from my students.

I have 20 years of experience in the financial services industry helping clients with their service needs. I really enjoy working with people and my experience allows me to handle service requests accurately, quickly and with a personal touch. 

My responsibilities include handling the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing transfers and answering questions regarding statements and other service-related items. I also help client's login and learn to use the Access Online tools to help view account information online.

With over 20 years of experience in the financial services industry, Kristen is a key point of contact for client service and account administration. She brings a superior commitment to client service and is engaged assisting in the office and resolving client’s questions and issues.

Her educational background includes earning her B.A. from LaSalle University in PA. She began her career at Glendale Trust where she worked for 4 years before moving to Wells Fargo Advisors where she has built her career in client service over the last 16 years.

As a Client Associate, strives to build enduring relationships with each client and uses her experience to address their needs.

Kristen provides support for handling the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing transfers and answering questions regarding statements and other service-related items. She also help client's login and learn to use the Access Online tools to help view account information online.

Kristen and her husband Michael have 2 boys ages 16 and 14 and 3 dogs, a St Bernard, Bernedoodle and a Cockapoo.