With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
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Kristen handles all of our applications to ensure sure the team's advice and recommendations are processed timely and efficiently. She and her husband Chris have four children: Ryan, Kelly, Ashley, and Megan. Kristen values time with family and enjoys attending kids’ sporting events, traveling, and spending time with friends.
Wendi has been with the practice since 2009! She is responsible for all the marketing communication for the practice and ensures every client receives outstanding service. Wendi is married to Tim, and they have three children. She enjoys spending time with her family and friends, entertaining, cooking, and traveling, but most of all, she loves spending time with her grandkids.
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