Kristen brings an incredible wealth of knowledge to our team from her 10+ year career in wealth management, trusts and estates and banking with one of the largest financial institutions in the U.S. A West Coast local, Kristen has invaluable experience working with families on their estate and tax planning, including the preparation of wills, trusts and other important estate planning documents, trust administration, and settlement of complicated estates. She is a graduate of Stetson University College of Law. Kristen lives with her partner and fur child in St. Petersburg, and enjoys travel, working out, yoga, reading and being on, in or anywhere near the water.
