As a Wealth Advisor, Kristin works with professionals and families to develop customized financial solutions to meet their ever-changing priorities. At Prio Wealth she provides thoughtful investment and wealth advisory solutions appropriate for each client’s financial and investment goals by incorporating lifestyle, philanthropic, gifting, estate and tax planning strategies. She is also a member of the Investment Committee.
Kristin has been in the financial industry for nine years. Prior to joining Prio Wealth in 2021, Kristin was an Associate Wealth Manager at BNY Mellon Wealth Management.
She is a graduate of University of Vermont with a Bachelor of Science and completed her MBA from F.W. Olin Graduate School of Business at Babson College.
Kristin’s personal priorities are spending time with her family and friends. She also enjoys water and snow sports, running, Peloton, and traveling.