Wealth Planner, RJFS
Kirstin joined the Freedom Street Partners team in 2020 as the Director of Life Planning. In her role, she is responsible for leading the financial plan auditing and execution support among Freedom Street's client base and directing the vision and optimizing processes for our financial planning team.
Kirstin's position gives her a high-level view of financial planning across the organization. These crucial responsibilities are essential to operations for the success of our advisors and clients. Through coordinated efforts across our team, she strives to optimize financial planning and management for clients in order to help them achieve their desired goals and quality of life.
Kirstin's commitment to clients and her role is driven by her passion for helping others. She has always found her work to be fulfilling through the variety of methods in which she and the team interact with clients. These include providing some of the best education, organization, processes, and the overall confidence that individuals and families seek out from their personal financial planning support.
Before joining our team, Kirstin worked for Tull Financial Group for 21 years, where she held positions from Chief Compliance Officer, Chief Investment Officer, and Senior Advisor. She was most recently the Director of Major Gifts at Prison Fellowship International, a worldwide organization committed to transforming the lives of prisoners, their families, and victims through restorative programs designed to break the cycle of crime. She was also an Adjunct Professor with Regent University School of Law.
Kirstin earned a Bachelor of Business Administration in Accounting and Finance from East Texas Baptist University and an MBA from Regent University. She values professional development and continually aims to grow her expertise. She holds her Series 65, and she earned the rigorous Certification Financial Planner™ designation in 2013.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
I’m originally from Texas, and although I’ll always be a Texan at heart, I have lived in Virginia for my entire professional career and I’m grateful to call it home. I am fortunate to be in a career that empowers me and keeps me challenged. In my free time, I enjoy a variety of activities from involvement in my church community, fitness and strength training, and exploring my creative side through playing the guitar and piano.
I especially enjoy connecting with our local community and have been involved in a variety of volunteer opportunities. I have served on the board for Good Fruit Ministries as Vice President and Treasurer of the Board, served five years as Vice-Chair for the City of Chesapeake Other Post Employment Trust Board, and I continue to serve as an Advisory Board member for Regent University’s School of Business along with other volunteer positions that unite me with community members.
Raymond James is not affiliated with any organizations mentioned.