Kristen manages retirement plan relationships with an emphasis on fiduciary oversight and risk management. Kristen wants her clients to be confident that they have a sound investment process and that their plan participants are prepared for retirement. The key to long-term success is setting retirement plan objectives that align with clients’ strategic business goals. It’s not just investment performance and low fees that drive results, but rather: Are your employees saving enough? Do they have the tools they need to be successful in their retirement years? Kristen helps keep a close eye on fiduciary oversight and manages the risks associated with the plan, and her documented process will help you make informed decisions. Kristen has been recognized as one of the Top Women Advisors by the American Retirement Association for over 10 years. She holds her B.S degree in finance from the Leeds School of Business at the University of Colorado, Boulder. She also has been invited to Capitol Hill to listen and advise top Congressional leaders about the future of retirement savings. The National Association of Plan Advisors, a branch of the American Retirement Association, has put out a list of women advisors who are making significant contributions to a male-dominated profession. The list includes 3 categories of advisors, all chosen based on qualitative and quantitative responses related to their retirement plan practice and their experience throughout their career in the industry. The three categories include: Captains: All-stars who happen to be principals, owners, or team captains of their organizations. All-Stars: Top producers who have their own practice. Rising Stars: Top producers who have less than five years of experience with retirement plans as a Financial Advisor (some have been working with plans longer, but not as a plan advisor).