Kristen joined the firm in February 2022 as an Advisor, collaborating closely with the advisory team to deliver investment advice and implement comprehensive financial planning strategies for clients.
A CERTIFIED FINANCIAL PLANNER™ professional, Kristen holds 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 both a Financial Planner and Associate Trust Officer. She has also shared her expertise as an Adjunct Instructor for the Department of Financial Planning at Kansas State and was a recipient of the Rising Professional Award in 2022.
Her commitment to lifelong learning is reflected in her active involvement with the Financial Planning Association, where she serves as President of the Central Oklahoma chapter.
Kristen, a native of Lyndon, Kansas, has made Oklahoma City her home. Outside of the office, she treasures time with her husband, Cale, and their children, Hensley and Hayden.
