My name is Kristina, and I am passionate about helping individuals and business owners navigate their financial journey. By truly understanding your unique dreams and challenges, my team can create a flexible financial strategy that evolves with you through life's changes. All our services are under one roof, incl. wealth management, investment solutions, specialty tax planning, estate planning, investment banking, charitable giving, trust services, and personal insurance solutions. Whether you are just getting started in life or heading into retirement, our integrated approach is meant to provide the best advice possible, simplify the process and save you time. I want to be your first call, not only for your investments, but for everything in between, from selling a business to navigating a challenging life event to sending a child to college and retiring. I am just a phone call away! Let's have a conversation!