Kristen graduated from Benedictine University in 1992 with a BA in Communications, minoring in Marketing and Psychology. She joined Ursula Daley’s team in 2015, bringing many years of experience in the financial services industry. During that time she built specific knowledge of mutual funds, as well as Exchange Traded Funds, UIT’s and managed money. She enjoyed working and educating financial advisors on client/product suitability. Building strong client relationships has always been a priority for Kristen. After taking some time off to be with her children, Kristen spent several years in the practice of financial recruitment. Her current role focuses on the areas 403b’s, 529’s and retirement distributions. Kristen is both Series 7 and 66 registered with Commonwealth Financial Network.
Kristen is married to Jeff and together they have four children – Lauren, Sarah, Jennifer and Michael.
FUN FACTS ABOUT KRISTEN:
Kristen enjoys spending time with family and friends. She also enjoys running, biking, skiing, reading and sleeping – when she can. Her kids are very involved in sports and other activities. When Kristen is not at work she is running from one activity to the next.
“Decide in your heart of hearts what really excites and challenges you and start moving your life in that direction. Every decision you make, from what you eat to what you do with your time, turns you into who you are tomorrow and the day after that.” – Chris Hadfield
“Appreciate everything that you have.” – unknown