Kristin L. Schoenfelder, CFP®
Vice President, Investment Advisor Representative
Kristin has over 20 years of experience in the Financial Services industry. She began her career in the mortgage business as a loan officer structuring loans for home purchases and refinances. Kristin enjoyed working closely with clients as their dreams of home ownership became a reality!
In 2008, Kristin decided to pursue finance and the long-term client relationships that come with financial planning and money management. As an Investment Advisor and Planner, Kristin regularly meets with clients to discuss their short- and long-term goals. Her approach begins with understanding what’s important to the client, followed by putting together and implementing a plan to help them pursue their goals. Kristin loves providing an all-inclusive, holistic approach when working with clients, so they feel all their financial needs are being addressed. As a fiduciary, she strives to always give advice in the client’s best interest.
Kristin has a Bachelor of Business Administration degree with an emphasis in Marketing. She holds the prestigious CERTIFIED FINANCIAL PLANNER® certification, which demonstrates expertise in all areas of financial planning. Kristin also maintains the following professional licenses:
Held through LPL Financial
- Series 7 – General Securities Representative Exam
Held through Marshall Investment Management
- State Securities Law Exam: Series 66 - Uniform Combined State Law Exam
In addition, she is licensed as a life, accident, and health insurance agent
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Outside the office, Kristin enjoys spending time with her husband and daughter, watching their daughter play soccer, and staying active outdoors in the 300+ days of Colorado sunshine!
