Kristen serves as a Partner and advisor at Castlepoint, working with the team to deliver investment guidance and comprehensive financial planning tailored to each client’s goals. She focuses on practical, client-centered strategies that blend thoughtful investment management with tax-aware and estate-planning considerations. Kristen has a particular interest in serving women and families navigating wealth transitions, drawing on her perspective as a female advisor to help clients plan with confidence and clarity while continuing to serve clients of all backgrounds. A CERTIFIED FINANCIAL PLANNER™ professional, Kristen earned a bachelor’s degree in Personal Financial Planning from Kansas State University. She began her career at The Trust Company in Manhattan, Kansas, where she served as a Financial Planner and Associate Trust Officer. Kristen has also taught as an adjunct instructor in Kansas State’s Department of Financial Planning and was honored with the Rising Professional Award in 2022.
Kristen is active in the Financial Planning Association and serves as President of the Central Oklahoma chapter. A native of Lyndon, Kansas, she has made Oklahoma City her home and treasures time with her family, traveling, and participating in community activities. Kristen is a follower of Jesus and seeks to bring the values of stewardship, compassion, and service into her daily life.
