Key Areas of Focus:
Kristen brings a depth of market insight and strategic acumen to Marshall Wealth Management. As Chief Investment Officer, she oversees the firm’s investment strategies and ensures disciplined, client-centric portfolio management.
With more than 22 years in the financial services industry, including several years leading investments at Marshall, Kristen is well-equipped to guide clients through complex market environments. She holds her Series 7 and Series 66 licenses as well as a life insurance license, and combines that expertise with a longstanding commitment to helping clients achieve lasting financial success.
- Asset Management
- Retirement Planning
- Estate Planning
- Insurance Planning
