Kris Sorensen

Strengthening your financial security^SM

"The job of a financial advisor is to value and honor the client relationship with integrity and clear communication."

Taking the time to learn about you

I help my clients successfully manage their wealth by forming close working relationships with them. These partnerships allow us to explore what my clients are striving for and identify their expectations, concerns and goals. This depth of knowledge allows me to make informed decisions and advise them on a personal, not a formulaic basis. Collaborating with my clients enables them to feel comfortable with the decisions and choices we make. Understanding not only what we are doing, but why we are, allows for an ongoing dialogue to keep on the right track, and to recognize when changes may be in order as circumstances change.

Global Insight Monthly

Market overview: A new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read the Global Insight 2024 Outlook »