Kristin is a Wealth Advisor & Trust Officer serving the members of Affinity Credit Union, Financial Plus Credit Union and Serve Credit Union. She helps individuals with retirement planning, retirement income strategies, investment management, as well as trust administration and estate planning. Kristin has more than 30 years of experience in trading, investment analysis and portfolio management.
Starting her career in economic research for a large Japanese bank in New York City, Kristin has also gained additional expertise with firms in the Midwest and West Coast by trading stocks, options and commodity futures for institutional money managers, hedge funds and an endowment. She earned her Bachelor’s degree in Economics and Japanese from the University of Iowa. She also holds Series 7, 65 and 63 securities licenses.