Kris is a Partner and Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Kris brings more than 30 years of financial industry experience to her clients. Prior to joining Creative Planning, Kris was a Partner at an independent investment firm where she served high net worth individuals and families.
Kris earned a Bachelor of Science degree from University of Delaware. Kris is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Kris and her husband, Peter, have two adult daughters – Alex and Rachel. Kris enjoys spending time with family and friends, and hiking with her dog.
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