Kristen joined our team in 2025 after 7 years in the financial services profession, including a handful of years with a leading global investment bank. In addition to her Series 7 & 66 securities registrations, she holds the Certified Divorce Financial Analyst® designation, a testament to her experience in analyzing the financial aspects of divorce. Kristen's professional journey also includes three years of experience in Elder Law, supporting the needs of local families in areas such as estate planning, long-term care planning, and asset protection planning.
Kristen earned a bachelor's degree in finance from Wilmington University. Her background lends itself well to forming deep connections with clients and providing wealth management services for women as the gender income gap narrows. Kristen is passionate about providing comprehensive financial planning to help enhance clients' lives. She is committed to professional growth and delivers thoughtful, personalized guidance that empowers individuals and families to reach their financial goals confidently.
Kristen is a Delaware native who has called Sussex County home for over 26 years. A devoted wife and mother, Kristen has raised her children in the area, where she continues to reside with her husband and son. She is an active board member and passionate advocate for women's causes, dedicating her time to several local charities and service organizations. Kristen is especially involved with the GFWC Zwaanendael Women's Club in Lewes, where she supports initiatives that empower and uplift women in the community. Her longstanding commitment to service reflects her deep-rooted values of compassion, civic engagement, and community building.
When she's not working or volunteering, Kristen embraces her adventurous side. A self-proclaimed adrenaline junkie and fitness fanatic, she's most at home on a paddleboard, running, barre class, scuba diving, cycling, or even motorcycling—always finding a reason to go fast and push her limits!
Kristen brings energy, integrity, and a genuine passion for helping others to every aspect of her life, making her a dedicated advisor and an inspiring force in her community.