Confidence and clarity for your life and legacy

 


 

Welcome

My mission is to provide customized wealth management solutions focused on achieving your financial goals.

Every client is different - and every client needs a financial plan and an investment portfolio that reflects their unique goals and needs.  I take the time to build deep, long-lasting relationships and trust across generations, and I support my clients throughout every phase of life.  I am passionate about bringing confidence and clarity to my clients' lives and legacies. 

My website is designed to introduce me and my approach to wealth management, as well as share our latest market insights, research, and resources to keep you informed.

 

Global Insight Monthly

Global Insight Monthly cover - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »

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Did you know now is the perfect time to plan for your child’s education? As you gear up for back-to-school shopping, it’s smart to think about your child’s college years too. College savings plans make a great tool when planning for the future. Message me to learn more.

Legacy isn't built overnight. It's preserved with intention. Now is the time to explore tax-considerate strategies for transferring wealth, before opportunities shift. A well-structured legacy plan helps protect your assets and shapes your impact.

Happy 529 Day! A 529 plan can help you bring far-off goals into focus and it can be used for a variety of qualified education expenses. Contact me to learn more about planning and saving for your child’s education needs.

Meet Kristin

Learn more about me

Latest Insights

Two business people inspecting robotics in a manufacturing facility.

Will the economy’s 2025 resilience continue?

After outpacing cautious expectations in the first half of the year, the global economy could face new challenges from trade policy uncertainty and inflation over the coming months.

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Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.