Associate Trust Officer & Financial Planner
Kristen works with Vice President & Trust Officer Lucy Williams, CFP® to serve personal trust, investment management, and institutional clients. Kristen graduated from Kansas State University with a Bachelor of Science in Personal Financial Planning and a minor in Business Administration.
In 2018 she was authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks.
Kristen is a member of the Financial Planning Association and currently serves on the Greater Kansas City Area Chapter Public Awareness Committee. She is a graduate of Leadership Manhattan.
“I enjoy assisting our clients in creating a plan to reach their financial goals. It is so rewarding for everyone involved when someone’s dream becomes a reality.”
Kristen grew up in Lyndon, KS, and a shared appreciation for small town life led Kristen and her husband, Cale, to put down roots in Alta Vista, KS. They enjoy spending free time with family, friends and dogs (Emmy & Shay). Family life recently became a little bit sweeter with the addition of daughter Hensley.
Kristen is a stockholder of The Trust Company.