MY MISSION STATEMENT
My goal is to help you reach your goals.
My goal is to help you reach your goals.
Kristine grew up in Queens, NY and began her financial career at a bond firm in New York City in 1985. After relocating to Buffalo she was hired by Shearson Lehman Brothers, a predecessor firm of Morgan Stanley in 1990. She promptly passed the Series 7 exam and for the next 15 years worked as a relationship manager to high net worth clients and supervised the staff of a large team. Kristine transitioned to the role of Financial Advisor and started to build her own book of business in 2005.
Kristine’s 30+ years of experience enables her to focus her efforts on the needs of families and business owners. She creates investment plans designed to meet each client’s unique goals and objectives with a focus on wealth management and retirement income. Additionally, she offers clients timely financial solutions based on their risk tolerance and conducts ongoing reviews and comprehensive reporting to ensure strategies adapt to changing economic or family needs.
Kristine holds the Series 7, 63, 65, 9 and 10 licenses as well as the Life, Accident and Health Insurance license which allows advisors to sell life insurance, variable annuities and long-term care policies. She is registered in many states across the US.
Kristine lives in Orchard Park, NY with her husband of 30 years and is active in her local community. She enjoys spending time with family and friends.
BM/Supervisor; Securities Agent: AZ, CA, CT, FL, ID, IL, MA, MD, MN, NJ, NY, OH, OR, PA, SC, TX, UT, VA; General Securities Representative; Investment Advisor Representative
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
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