Kristin joined Clearstead in 2023 as a Senior Client Service Associate. She supports several advisors and consultants in the Private Client and Institutional Consulting groups at Clearstead. Her work entails delivering services for her assigned clients, account maintenance, reconciling accounts and other tasks involved with serving wealth management clients. Kristin supports the Institutional Consulting Group in both operational and customer service aspects, which includes working directly with institutional clients. She is also responsible for establishing new relationships, preparing meeting materials, and other special projects.

Prior to joining Clearstead, Kristin was a Senior Registered Client Associate at Wells Fargo Advisors for 23 years and held various positions throughout her tenure.