Kristin brings her passion and experience in Wealth Management, leadership and synergy to her team and client relationships. She has established rooted, generational relationships with her clients, and wealth management partners. Kristin utilizes her breadth of experience to accurately identify client’s financial goals which are the fundamental base to develop and implement impartial, unbiased investment strategies.
Relying on her personal experiences, Kristin understands the complexities clients face when it comes to comprehensive Estate planning. This unique perspective allows her to relate with individuals and families to avoid unintended tax consequences that may result from the best of intentions.
Her journey in the financial industry began in high school, when she began working with her dad, now retired. Kristin moved to Calgary after completing a Marketing Diploma in Lethbridge and began working with Merrill Lynch in 1999. During this tenure, she also completed a Bachelor of Management degree with a major in finance. It is safe to say over the years she has worn many hats. From receptionist to now Senior Wealth Advisor she has a passion for continual development of wealth strategies to meet the ever-growing needs of their clientele.
Kristin is married and has two children. As a family they enjoy the outdoors, spending most of the Winter skiing and Spring to Fall on their bikes. She is currently on the Team Panorama Board as Social Chair and makes time to volunteer at their youngest’s school.