Kristen joined the team in February of 2022 as an advisor working in lockstep with the advisory team to provide client investment advice and implement the firm’s financial planning strategies.
She has obtained her CERTIFIED FINANCIAL PLANNER™ designation and earned her bachelor’s degree in personal financial planning from Kansas State University. After earning her degree, she began her career at The Trust Company in Manhattan, Kansas. There she served as a Financial Planner and Associate Trust Officer. Kristen also served 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 passion for financial planning inspires her pursuit for lifelong learning and involvement with the Financial Planning Association, serving the chapter of Central Oklahoma (President) and the chapter of Greater Kansas City (Public Awareness committee).
Kristen is a native of Lyndon, Kansas but now considers Oklahoma City home. Outside of the office, she enjoys spending time with her husband, Cale, their children, Hensley and Hayden, and two dogs Emmy and Shay.
