Kristin started in the Financial Services industry in 2010 working for AAA in the property & casualty field. In early 2014, she started her Financial Services Practice with Northwestern Mutual, and after a very successful 1st year, she transitioned her practice to Spectrum Financial Group.
Because of her track record of success at Northwestern Mutual and her passion for helping others succeed, Kristin was approached to help recruit and teach new Advisors holistic planning. She quickly jumped at the opportunity to combine her love of educating & coaching clients with her desire to help others start and grow their own businesses and impact Dallas’ financial landscape. Kristin believes that anyone can learn to build wealth and coaches her clients to think like the millionaires they intend to be!
Initially, Kristin wanted to be a Financial Advisor so that she could teach others how to be financially responsible citizens & good stewards of their resources. Her favorite clients to work with are those who are looking to build a foundation for multi-generational wealth.
Kristin holds a Series 6, 63 and 65 FINRA registrations and, in addition to her role as a Managing Associate, serves clients as a Financial Advisor with Spectrum Financial Group. Spectrum focuses on providing customer-dedicated strategies to help clients achieve their financial goals.
In 2008, Kristin relocated to the Dallas area to be closer to her immediate family. Originally from Southern California, and a graduate of San Diego State University, Kristin spends some of her free time traveling to San Diego & traveling around the country with friends from college.
Kristin actively works with the Urban League of Greater Dallas Young Professionals, participates in financial education programs offered by her church and serves many other organizations in the community. She spends her free time practicing Baptiste Yoga, running & loves to try new places to eat in the Dallas area!
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies