Paying attention to the wrong things becomes all too easy.
If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment management is generally a bad idea for the retail investor for myriad reasons.
[+] Full Article Are You Retiring Within the Next 5 Years? - 03/26/19
What should you focus on as the transition approaches?
You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises that tend to upset an unsuspecting new retiree.
[+] Full Article
Kristen brings more than 17 years of experience in the financial planning, investment, tax and banking industries with companies like VSR Financial Services, Ernst & Young, AmerUs Life Holdings and Commercial Federal Bank. Her responsibilities included specifically servicing clients’ investment accounts as well as opening accounts and day-to-day communication, portfolio analysis and management.
She is committed to educating our clients about the variety of investment and insurance options available and currently holds the FINRA Series 6, 7, 66 and 63 securities registrations, Life, Health & Accident Insurance licenses, and the Accredited Investment Fiduciary® designation. She is securities registered in Iowa and several other states and insurance licensed in Iowa and Ohio. Kristen believes in a client-first approach, ensuring her clients’ needs are met and questions fully answered.
Born and raised in rural Boone County, Iowa, Kristen earned an associate degree from the American Institute of Business and a Bachelor of Science degree from Upper Iowa University, both in Des Moines, Iowa. She was raised by hard-working parents, who passed on to their daughter their dedicated work ethic and small town values. Kristen resides in Guthrie County and is glad to be back to her rural roots. Since relocating, she has become actively involved in the communities she serves.
Kristen is an avid animal lover and also enjoys hunting, fishing, cooking, spending time with her family and attending sporting events and country music concerts. In addition, she volunteers for various non-for-profit organizations such as Habitat for Humanity, Meals from the Heartland and the Blank Park Zoo. Kristen also actively serves on several local organizations as a committee member and/or board member, such as Main Street Guthrie Center, Guthrie County Conservation Board, both Panora and Guthrie Center Chambers of Commerce, PRIDE, Guthrie Center Lions Club and 10 Squared Women of Guthrie County.
Give Kristen a call or stop by her offices in Guthrie Center and Panora for more information. She looks forward to serving all of your financial and retirement planning and investment needs.
Check the background of this investment professional on FINRA's BrokerCheck.