As a regional vice president, Kristen consults with families on their journey toward Economic Freedom™. She thrives on meeting new people, learning about their financial goals, and guiding them through the complexities of wealth management. Kristen is passionate about educating and empowering clients to take control of their financial futures with confidence.
Kristen began her career in financial services in 2013 and joined Mercer Advisors in 2018. Prior to that, she held roles at Naqvi-Van Ness Asset Management, a New York-based hedge fund, and Murano Connect. In addition to her client-facing work, Kristen is an active leader within Mercer Advisors, contributing to the firm’s InvestHERs women’s initiative, mentoring young professionals, and leading various workplace affinity groups.
Inspired by her father, a financial planner, Kristen earned a degree in international finance from the American University of Paris and holds the FINRA Series 65 license.
She lives in Alexandria, Virginia, with her husband and two children. Outside of work, Kristen enjoys staying active with her kids’ sports, exploring new restaurants, traveling, and prioritizing health and wellness.
Boulder
2595 Canyon Boulevard Suite 320 Boulder, Colorado 80302