Kristen serves new and existing clients in the areas of financial planning, trust and estate planning, and tax planning and preparation. She helps clients optimize their long-term financial goals by gaining a deep understanding of how all details of their financial picture tie together.

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

Kristen 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. In her spare time, she enjoys yoga, baking, reading, and traveling.

She and her husband, Braxton, reside in Charlottesville with their daughter, Scottie.