Strategic Planning Analyst
Kristen joined the Duncan Financial Group team back in July of 2018, bringing 16 years of experience in the financial services industry. She began her career at Seton Hill University- first, attaining her Bachelor’s Degree in Business Administration and then her Masters of Business Administration shortly thereafter.
Today, Kristen is a Charted Retirement Plan Counselor (CRPC®) and has earned her Life, Accident, and Health Insurance license in addition to holding her Series 7, Series 63, and Series 66 security licenses.
Kristen specializes in Financial Planning- helping our clients plan for their future financial goals.