Kristin began her career in financial services in 2011 and joined the firm as Principal in 2015. As Chief Investment Officer, she specializes in investment strategy and its role within comprehensive financial planning. Kristin works closely with clients to understand every aspect of their financial lives—the good, the bad, and the complex—and helps them craft a future aligned with their goals.
Kristin earned a Bachelor of Business Administration from the University of Georgia and holds the Certified Financial Planner™ designation. She maintains Series 6, 7, 63, and 66 securities registrations and is an active member of NAIFA. Kristin has also achieved the Million Dollar Round Table “Top of the Table” distinction.
Kristin and her husband Alex have been married since 2009 and have one daughter, Harper, an avid tennis player. Outside the office, Kristin and her family enjoy traveling, exploring new cultures, and cheering on the Georgia Bulldogs in Athens each fall.
The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

