As the Managing Director for Strategic Retirement Partners in the Rocky Mountain Regional Office, Kristen specializes in implementing and maintaining Investment Due Diligence processes, as well as consulting on plan design and Fiduciary Best Practices. She has been in the financial service industry for nearly 25 years, specializing in qualified retirement plans for over 18 years. Prior to joining Strategic Retirement Partners, she led the retirement advisory practice at CoBiz insurance. She also served as Regional Vice President of Sales for ING, managing a block of defined contribution business of over $100 million in assets. She worked in a similar capacity with Great-West Life and Annuity for seven years prior to joining ING.
Kristen has an extensive background assisting plan sponsors with fiduciary guidance, plan design, communications, investment performance reviews, and compliance. Kristen holds her C(k)P Certified 401(k) Professional designation at The Retirement Advisor University at UCLA Anderson School of Management Executive Education. Kristen is certified as a Global Fiduciary Strategist. In October 2015, Kristen received the National Association of Plan Advisors inaugural All Star award for Top Women Advisors. Another of her recent accomplishments was being invited to Capitol Hill to listen and advise top Congressional leaders about the future of the retirement savings industry and how proposed laws and regulations could affect American workers’ retirement security. She has also been recognized by The Financial Times as one of the Top 401 Retirement Advisors of 2015. She is also an Investment Advisor Representative with NFP Advisor Services, LLC. In September 2011, she received a Rising Star–Excellence Award from the Retirement Plan Advisory Group (RPAG), honoring her accomplishments for leveraging their platform to grow the business.
Kristen holds a Bachelor of Science in Business Administration with an emphasis in Finance from the University of Colorado at Boulder. She also holds a Colorado Insurance license and FINRA Series 6 (Investment Company Products/Variable Contracts Limited Representative) and Series 63 (Uniform Securities Agent State Law Examination) with Kestra Advisory Services, LLC.
Arkansas & Southern Missouri