BSBA, University of North Carolina; MS, North Carolina State University. 24 years of experience.
Kristin is a Wealth Advisor for Colony Family Offices, working with clients to develop, implement and monitor integrated customized financial planning strategies that meet their short and long-term goals and objectives. She also helps coordinate the firm’s business development efforts.
Kristin has over 24 years providing specialized counseling to affluent clients in a variety of financial planning areas, including cash flow / retirement planning, stock options and employee benefits, insurance, investments, income taxation and transfer taxation. After beginning her career as a Tax Consultant at Deloitte, she was a Vice President and Senior Financial Planner with Wachovia Wealth Management. Prior to joining Colony, she spent 10 years as a Partner and Director of Financial Planning at Queens Oak Advisors.
Kristin earned her Bachelor of Science degree in Business Administration from the University of North Carolina at Chapel Hill and a Master of Accounting degree with an emphasis in taxation from North Carolina State University. She holds the CERTIFIED FINANCIAL PLANNER™ designation. For over 5 years, Kristin also coordinated and taught the Estate Planning module of the CFP® Financial Planning Education Program for Queens University of Charlotte. Kristin is a member of the Foundation for the Carolinas Professional Cabinet of Advisors and the Charlotte Estate Planning Council. She also currently serves as the Treasurer of the Good Friends Charlotte Board of Directors.
Written by our team
Naming a family member as trustee is often the kindest-looking decision and the hardest one to live with. Here is when a corporate trustee is the better answer.
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