Broker Check
Kristen Kennedy, NSSA®

Kristen Kennedy, NSSA®

Financial Advisor

Focus:  Investment Advisor

Experience: 

  • 20 years in nonprofit management and fundraising
  • Series 7 & 66 registrations
  • NM Insurance License #19099823 (Life, Variable Life and Variable Annuity licensed)

Education:

  • BS in Economics, University of Wisconsin
  • National Social Security Advisor ("NSSA") Certification

With more than 20 years of experience in both nonprofit management and fundraising, Kris is a natural. She already possesses both a perspective and skills that exceptional financial advisors often spend their entire career developing. She loves getting down to the nitty-gritty, and making sure that the details align with the big picture. She’s intuitive and resourceful. How can your hard-earned resources be put to their best use? What are your goals and dreams? What do you want to do with your wild and precious life? These questions are instinctive. We anticipate a seamless transition to financial planning and advising.   

 

“The strong, midwestern work ethic is in my bones, as is the deep-seated integrity that allows for honest conversations about things that matter. Having lost my parents at a young age, I inherently understand the value of having someone to turn to when life happens: the weddings, divorces, babies, college planning, retirement and long-term care, travels to see family and exotic destinations…

I want to be the person you call to navigate through life’s transformative moments.

While raising my four children, I’ve learned that the days last forever and the years fly by. It seems to me that you can either count on a lot of luck or on a solid plan to turn your dreams into reality. Let’s start with a plan and set a place at the table for luck to join us!” 

-Kris Kennedy