Kristen Barnes, CFP®

Wealth Advisor

Kristen is a Wealth Advisor with Heritage and serves new and existing client relationships in the areas of financial planning, estate planning, and tax preparation from our Richmond, VA office.

Prior to joining the team, Kristen worked in financial planning and relationship management at a large broker-dealer firm. She earned her Bachelors and Masters degrees from the University of Virginia with high honors and is a CERTIFIED FINANCIAL PLANNER™ professional.

Kristen formerly served on the Junior League of Richmond’s Board of Directors and at present, remains a committed leader and volunteer within the organization.