As a Certified Financial Planner (CFP), Kristine works with her clients to prepare a comprehensive and customized financial plan to help them reach their goals, long-term and short. This plan ensures that clients are covered from every financial angle, including banking services, loans, mortgages, credit, investments and insurance^†.

“I care about the clients I deal with and want to ensure they meet their goals. I am very knowledgeable and passionate about what I do. I enjoy simplifying complex situations and putting together an effective roadmap for future needs.”

Kristine will work with you to develop your comprehensive lifespring® financial plan, a blueprint for building and maintaining a strong financial foundation. The plan will integrate all aspects of your financial picture: investments and estate planning as well as your business banking (if applicable).

Learn more about the value of working with a financial advisor.