Kristen joined Mosaic Wealth Consulting in 2007 and is the Senior Practice Manager for Dave Estatico, and the New Alexandria Office. An investment industry veteran since 2005, Kristen began her career as an office manager and annuity agent for National City Bank. She also worked for Sky Investments as a dedicated support specialist to over twenty financial representatives.
Prior to starting her career in financial services, Kristen obtained her degree in accounting and is currently working on completing her Masters of Business Administration degree. Kristen has earned her life and health insurance licenses along with her Series 7 and 63 securities registrations and is currently registered with Lincoln Financial Advisors. In 2009, she earned her Para-Planner designation from the College of Financial Planning and in 2014 earned her Certified Retirement Planning Counselor SM (CRPC®) designation, also from the College of Financial Planning.
Kristen's dedication is especially important in her work as our Client Relationship Manager and Service Specialist. She is responsible for working with clients to process all aspects of service, including fund transfers and any other follow-up required after Client Review Meetings.
Kristen and her husband Darryl reside in Irwin with their daughter, Teagan, and their family pets. In her spare time, she enjoys the outdoors, hitting the gym, running, and cheering on the Pittsburgh Penguins. But most importantly, Kristen enjoys spending time with her family.
"l love the culture here at Mosaic Wealth Consulting. We work as a team to ensure our clients are serviced in the appropriate way. I truly enjoy talking to clients, and helping them with their questions and needs. It's one of the most rewarding parts of my job."