Our financial advice team

Kristen enjoys working with clients to ensure their financial goals are accomplished. She leads the Client Service team, prepares the financial planning analysis for clients, and assists in meetings. She graduated from Clemson University, where she met her husband. Kristen is a perpetual student of history and loves to travel and learn about other cultures.

Natasha supports the advisors in calendar management, communication, and business appointments. She is the “behind the scenes” champion of our office, ensuring that everything is running smoothly from supplies to vendor relationships. She is a Rhode Island Native and in her free time enjoys traveling, cooking Latin dishes, and spending time with her husband and three adult children.

Sarah joined our team with experience in both the service and financial industries. She previously worked as a barista and manager at Port City Java where she built long-lasting relationships with her colleagues and customers. In the office, she assists with greeting clients and scheduling and confirming client meetings. Sarah enjoys making specialty coffee drinks, playing her instruments, paddle boarding, and drawing.

With an enthusiasm for learning and teamwork, Emma takes pride in supporting clients and the team to ensure a superior client experience. She enjoys interacting with clients and working behind the scenes to keep the office records organized. Emma also assists with financial plan delivery and is a part of the Marketing team. She is a recent graduate from Clemson University's Financial Management program.

With a degree in Financial Management from Clemson University and previous internship experience at Ameriprise, Carlen is excited to continue to learn and grow professionally with this team. She supports the advisors and her team members, assists in client meetings, and is a part of the Marketing team for the office. Outside of work, Carlen enjoys baking, spending time with her puppy, and visiting her family in HHI.