Kristina West's Linkedin Analytics

When you choose to work with me, you can rest easy knowing that I will act in good faith, be diligent to learn and understand your goals and values and help identify the appropriate strategies that can help achieve your goals. I belong to an outstanding team with nearly seven decades of combined experience and we are passionate about helping others to better their lives and achieve their goals. We believe that we are stronger as a community than as individuals and share a desire to connect with people and care for their family’s legacy. Equipped with the knowledge and experience to help our clients navigate the financial world, we aim to simplify finances, preserve income during retirement, and transition the wealth of our clients to those they love and the causes they care about.