After graduating with a Bachelor’s in Business Management in Finance and Accounting from Grand Valley State University, Kristin began her career in Treasury Management with Bank of America Merrill Lynch. Following her passion to help families and individuals plan for and achieve their financial goals, she soon transitioned into a client service role on a Wealth Management team at Merrill Lynch. She spent her next year’s providing stellar administrative and operational assistance to clients, along with promoting collaboration, process improvement, and accountability for the team. She eventually took on more responsibility, playing an active role in delivering advice and guidance to clients as a Wealth Planner. Kristin values a lifestyle of continuous learning, and she obtained her CRPC™, Chartered Retirement Planning Counselor™ certification in 2016. From there, she went on to complete a Master’s in Business Administration from Grand Valley State University in 2019.
Originally from Michigan, Kristin moved to Raleigh and joined the team at Pursuit Wealth Strategies in 2022. Kristin works collaboratively alongside the rest of the team to support our clients with all aspects of their financial planning and service needs. She loves getting to know clients, understanding their unique goals, and using all the resources at her disposal to find creative solutions to their concerns.
When Kristin is not at work, she enjoys spending time outside – hiking, running, or backpacking – with her fiancé, Tom. She also loves reading, cooking, and traveling to visit family in Michigan & Montana whenever she can!