Back-Up Client Services Associate
Kristin grew up in Northern California, just outside of Sacramento and attended college at CSU Sacramento, just like Gaea. She currently still lives in the Sacramento area with her husband Glenn and their two children, and she works in a local LPL office there. Her daughter Sydney is currently attending college and her Son Connor is in his Junior year of high school. In her free-time she enjoys traveling, watching sports, and spending time with family and friends.
Professionally, Kristin has been with LPL for almost 3 years, supporting multiple advisors in Placer County, where she currently resides. She started working in the financial services industry directly out of college and worked for both Franklin Templeton Investments and E*Trade Securities. Her experience in the financial services industry includes operations, project management, legal transfers, and providing administrative support to financial advisors. She has a passion for helping others and strives to deliver the highest level of service.
Kristin is here to help in any way possible to make doing business with Legacy One Financial easier and her approach pairs well with Gaea’s in that she wants what is best for you, our client. She is also here to help you manage your financial picture, every step of the way. She will do whatever it takes to help you, and help Gaea, guide you in the best direction for achieving your life goals.