Kristin Bennett, CFP®, CPWA®

Kristin helps lead the Wealth Management team and specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of client investment portfolios. All such services are specifically tailored to each client’s unique needs and delivered in a team-based environment. She has nearly 15 years of experience in the financial services industry. A graduate of Albion College, Kristin has earned her CERTIFIED FINANCIAL PLANNER™ certification as well as her Certified Private Wealth Advisor® designation.