Kristen serves new and existing clients in financial planning, trust and estate planning, and tax planning and preparation. She works closely with clients to integrate all aspects of their financial lives, helping them make informed decisions in support of long-term and multigenerational goals.

Prior to joining Heritage, Kristen worked at Merrill Lynch. She earned both her bachelor’s and master’s degrees with high honors from the University of Virginia and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). She is also a graduate of the Leaders Lab of Greater Charlottesville.

Kristen has previously served as Director of Finance on the Board of Directors for the Junior League of Richmond, focusing on budgeting and fundraising, and as a Board Member At-Large with the Financial Planning Association of Central Virginia. She continues to lead regular meetings with the Charlottesville FPA cohort and presently serves on Heritage’s Foundation of Financial Independence grant committee.

She lives in Charlottesville with her husband, Braxton, their two children, and golden retriever.