Kristin’s approachable and straightforward style puts clients at ease as they work together to build a plan and navigate a lifetime of financial decision making. She provides highly personalized, comprehensive financial planning and investment advisory services for individuals and families, including evaluations of life and long-term care insurance.
Kristin draws on her 28 years of financial service experience when working closely with clients experiencing major life transitions, such as retirement, the death of a spouse, divorce, and career change. She also advises business clients in the ever-changing 401(k) plan landscape.
2022 brought an exciting addition to Kristin’s professional biography having partnered with long-time colleague Barbara Appleby to acquire BerryDunn Wealth Management, the firm where has she worked since 2005. Prior to BerryDunn, Kristin headed the investment research group at Commonwealth Financial Network®, which provided investment recommendations, portfolio design and construction, and marketing support to independent financial professionals throughout the U.S. Before that, she worked as a research analyst for the international equity group at Pioneer Investment Management in Boston.
Kristin resides in North Yarmouth with her husband, two sons, two dogs, one rabbit and 7 chickens. When not cheering on her boys from the sidelines, she enjoys cooking, travel adventures, and doing just about anything outdoors - especially if it is on the water.
Kristin is a Registered Representative and an Investment Adviser Representative and holds FINRA Series 6, 7, 63, and 65 securities registrations through Commonwealth Financial Network, member FINRA/SIPC. She is also licensed for life, health, and variable insurance.
"The most gratifying part of my work comes at the moment a long-standing client realizes that hard work and conscientious financial decisions have brought a long-term goal to fruition."