Kristen has more than 20 years of experience serving clients in all aspects of investment management. Kristen works with clients to evaluate their banking, trust, estate, and insurance planning needs. She specializes in client services, marketing, business development as well as trust/estate settlement, investment and operations management. She also serves as our resident banking and office operations specialist.
A graduate Georgia Center for Non-Profits, Kristen has a unique approach to non-profit and foundation management as well as capital campaigns. Kristen returned home to family roots in 2002, where she, her husband Gregg and their daughter Maddison now reside on St Simons Island.