Kristen helps clients plan for long-term financial success by getting to know them intimately and also managing their portfolios at a bird’s-eye level.
Prior to joining Heritage, Kristen worked at Merrill Lynch for six years in various positions.
She earned her bachelor’s and master’s degrees from the University of Virginia with high honors and is a CERTIFIED FINANCIAL PLANNER™ (CFP®).
She serves as the Director of Finance on the Junior League of Richmond’s Board of Directors with a focus on budgeting and fundraising. She is also a Board Member At-Large with the Financial Planning Association of Central Virginia, leading regular meetings with the Charlottesville cohort and managing their social media presence.
She and her husband are expecting a daughter later in the year, and she enjoys yoga, baking, reading, and traveling.