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 serves as the Director of Finance on the Junior League of Richmond’s Board of Directors in addition to acting as a Board Member-At-Large with the Financial Planning Association of Central Virginia.