As a senior investment manager, Kristin’s approachable and straightforward style puts clients at ease as they work together to build a plan and navigate a lifetime of financial decision making.
She provides highly personalized, comprehensive financial planning and investment advisory services for individuals and families, including evaluations of life and long-term care insurance.
Kristin works closely with clients experiencing major life transitions, such as retirement, death of a spouse, divorce, and career change. She also advises business clients in the ever-changing 401(k) plan landscape.
Previously, Kristin headed the investment research group at Commonwealth Financial Network®, which provided investment recommendations, portfolio design and construction, and marketing support to 1,000 independent financial professionals throughout the U.S. Before that, she worked as a research analyst for the international equity group at Pioneer Investment Management in Boston.
You might recognize Kristin from her spots as the “News 8 Financial Expert” on Maine’s ABC affiliate, WMTW. Kristin served on the Maine Women’s Fund, Major Gifts Advisory Board, and Host Committee for the Fund’s annual fundraiser and awards luncheon. She resides in Portland with her husband and two sons with whom she enjoys cooking, travel adventures, and doing just about anything outdoors.
Kristin is a registered representative and an investment adviser representative and holds FINRA Series 6, 7, 63, and 65 registrations through Commonwealth Financial Network, member FINRA/SIPC. She is also licensed for life, health, and variable insurance.