Kristen joined the firm in 2025 as an Associate Investment Counselor. In this role and drawing upon her knowledge as a Certified Financial Planner™, she collaborates with Investment Counselors to craft tailored wealth management plans in support of each client’s financial goals.

Kristen brings over a decade of investment experience with prior roles at Covington Capital Management, Cerity Partners, Capital Wealth Advisors, and Lehman Brothers. Apart from her investment career, she pursued a separate career as a professional cyclist and 2008 Olympic hopeful, competing for 14 years including with the USA National Team, earning over 30 professional wins, and representing corporate sponsors at over 400 national and international events.