Client Associate
Kiersten brings over 20 years of experience working in the financial services industry.
She supports our team of wealth advisors and is responsible for client onboarding, providing account maintenance, transactional account needs and other client service requests. Kiersten leverages strong organizational skills and attention to detail to provide a professional, seamless, and valued client experience.
She grew up in Michigan (the mitten state) and also resided in the “DMV” (Washington, DC area) prior to relocating to Colorado in 1994. Kiersten embraces a spirit of adventure (was married in a hot air balloon, has been skydiving, has flown in a helicopter doors-off over both Niagara Falls and Hawaii, is a certified SCUBA diver and loves sharks). She is both an avid international and domestic traveler, enjoys exploring our beautiful state, hiking, glamping, boating and fishing. She and her husband are “Do-It-Yourself” proponents and have an accomplished track record of home interior to-the-studs renovation, rebuilding and remodeling and complete landscaping tear-out and modification. She is a forever-fan of her home-state Detroit Lions football team, Detroit Red Wings hockey team and is a “new” (30-year) fan of The Denver Broncos and Colorado Avalanche. Volunteerism is important to her – she has served on the El Paso County Parks Advisory Board since May 2019 and is currently Third Vice-Chairperson. Kiersten enjoys spending her leisure time with friends, family and her Golden Retriever furbaby.