As a client service manager, Kristen works closely with the clients to coordinate a variety of service and reporting needs between the client, Adviser Investments’ relationship management team and the account custodian. Kristen joined Adviser Investments in 2021 after working at Armstrong Advisory Group for 15 years. She graduated from Bentley University in 2007 with a B.S. in Finance. Kristen lives in Waltham, MA with her husband and two daughters.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Our first—and most important—step is getting to know you. Your personal relationship team will work with you to develop a full understanding of your financial needs and goals—as well as your passions, values and aspirations.
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