The Team

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Our Advisors

Kristen Salt

Kristen Salt

Financial Advisor

More about me...

Designations

CFP®, ChFC®

Top Areas of Focus

  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Retirement Planning Strategies

Education

Master of Arts, 1993, Economics, Clemson University, Bachelor of Arts, 1991, Economics, Clemson University
CA Insurance #0C33890

VISIT MY WEBSITE

Our Staff

Meredith Stewart

Meredith Stewart

Paraplanner

Client Relationship Manager
More about me...

Qualifications

  • Series 7, Series 66
  • Colorado College, Bachelor of Arts

Roles & Responsibilities

  • Client services and compliance
  • Trades and Transactions
  • Scheduling Appointments
  • New client onboarding and integration
  • Practice operations and facilitation of secure documents
Koi

Koi

Financial Planning Assistant

More about me...

Qualifications

  • Her calm demeanor allows all to feel welcome and excepted in the office. She enjoys sitting with our clients and drinking tea.

Roles & Responsibilities

  • Client satisfaction
  • Enjoys naps and long walks on the Waterfront
Hudson

Hudson

Client Concierge

More about me...

Roles & Responsibilities

  • Greeting clients and making them feel welcome.
  • Supervises office productivity
  • Enjoys gluten free treats and lots of attention before the meeting begins (and during).