Kristen is organized and able to multi-task, helpful skills in the financial planning she customizes for clients. She enjoys working with SYM because she likes the client interaction. Kristen also appreciates that her colleagues have a genuine interest in and support of each other’s success and well-being, both in and outside of work.
Bachelor of Business Administration in International Business – Northwood University, Midland, MI
Master of Business Administration – Northwood University DeVos Graduate School, Midland, MI
Financial Paraplanner Qualified Professional ™
Supporter, World Wildlife Fund
Supporter, National Kidney Foundation
Kristen’s Words to Live By
The only person you should strive to be better than is the person you were yesterday.
Kristen is pursuing her goals of learning at least two other languages, traveling throughout Europe, and mastering crochet. She enjoys reading and wine tasting (often at the same time) and spending time with family and friends.