Kristin joined our Charlotte, NC office in 2019 as the Client Services Manager. Before joining our team, Kristin was a senior branch office administrator at Edward Jones. During her eight years at Edward Jones, she partnered with Courtney Williams, financial advisor, to build a successful practice. Prior to entering the financial services industry, she worked in mortgage operations from 2002-2011. Kristin worked her way through college and her early career in the restaurant/hotel management industry.
Kristin’s position is a crucial component of the office’s operations. She ensures that processes run smoothly for our advisors and clients. Kristin is responsible for all administrative and operational tasks, completing client requests promptly, and developing new and innovative ways to provide an outstanding client experience.
Kristin has built strong relationships with our clients and is known for going above and beyond and being accessible to serve our clients. She fully understands the complexities of the industry and aims to provide a level of comfort to our clients to allow them to worry less about the financial planning process so they can enjoy life to the fullest.
I’m the proud single mom to an incredibly talented son, Devon. Devon is the most motivated and passionate person I know, and he continually impresses me with his wide-range of creative abilities. He is a gifted ballet dancer, budding artist, and skilled musical theatre actor.
I have lived in Charlotte for 14 years and I love watching this city grow. When I am not focused on my clients, I am just trying to keep up with Devon’s crazy schedule. Don’t be surprised if you catch me in the car between rehearsals. I genuinely enjoy our quality time together as we make our way to his various practices and rehearsals to fulfill his passions. I have recently found a new passion for houseplants and you will never see me without a good book in hand. I’m also lucky to have a great group of friends. We love to try new restaurants and just spend time with one another to catch up and take some time out to laugh. I truly believe that great friends and family are the keys to a happy and fulfilling life and I’m fortunate to have both.