As the key liaison between our clients and Prosperity-Atlantic Wealth Management, Kristen acts as a strategic partner to ensure client expectations are met. She works collaboratively to develop and improve systems, processes, and procedures that refine the overall efficiency of Prosperity-Atlantic Wealth Management. Her main objective is to ensure clients’ needs are addressed fully and promptly.
Playing an integral role in making sure the company operates smoothly and efficiently is Kristen’s specialty. She is responsible for the operations of the firm including the technology, compliance, and facilities management.
Kristen was born and raised in Sussex County, Delaware. She began her career in banking and has over 10 years of financial industry experience. Kristen and her husband Sean have two children, Vivian and Violet. She enjoys traveling and spending time with her family and friends.