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 on the Board of Directors of the Charlotte Latin School Parents’ Council.