Kris draws upon her 20+ years' experience in fee-based estate and financial planning for each client. Her experience in her family's business gives her a special affinity for other business owners. Kris is commonly referred by CPA's and attorneys for her expertise in retirement/pension planning, as well as executive benefits and business succession. Perhaps the highest compliment, Kris routinely works with multiple generations of the families she serves. The combined expertise of associate advisors Nicole, Jennifer and Kevin, (the additional key members of her team,) allow her to continually provide the personal attention her clients have come to expect and deserve. Kris is a member of the Financial Planning Association (FPA) and the XPX DC Metro Business Planning Exchange, and is the former Vice President of the Women Business Owners of Montgomery Country. Kris may be reached at: email@example.com
Kris is a registered representative and investment advisor representative of Securian Financial Services, Inc.
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