As a skillful relationship manager and experienced wealth management professional, Kristin enjoys working with people, listening to them and focusing on finding solutions for financial challenges her clients encounter at different stages of their lives. She has an aptitude for financial analysis along with budgetary and estate planning strategies.
Kristin began her journey in the financial services industry over 30 years ago at Smith Barney. While most of her experience has been as a Financial Advisor, she has also worked in key relationship roles for M&I Bank and M&I Trust/ Investment Services. She also served as a Trust Officer at Wisconsin Bank & Trust. Prior to joining RBC Wealth Management, Kristin worked as a financial advisor at Morgan Stanley, Johnson Financial Group and Charles Schwab.
Kristin earned a Bachelor of Arts degree in Marketing and Communications from the University of Wisconsin – Madison. She has passed the Series 7, 66 and 31 exams and holds her Wisconsin Life and Health Insurance licenses.
Kristin grew up in Madison near Camp Randall and is an avid fan of the Wisconsin Badgers and Green Bay Packers. She loves to golf and has played most of her life. She has two sons: one is the Head Golf Professional at a local golf course and the other is a teacher (following in his grandparents’ footsteps). As a family, they enjoy playing golf on a regular basis
