Kristin's investment career began shortly after college when she joined Putnam Investments, where she worked as an internal wholesaler. Her role involved selling mutual fund products and solutions to Financial Advisors. After gaining experience at Putnam Investments, she transitioned to Columbia Threadneedle Investments, where she continued working as an internal wholesaler. As Kristin's career progressed, she was promoted to manage Columbia Threadneedle Investments' Value Ad Program. This position involved creating programs aimed at educating clients and enhancing the company's offerings to advisors.
Kristin eventually decided to temporarily step away from her professional life to focus on raising her four children: James (12), Kinley (10), Kevin (9), and Julia (7) during their formative years. After her youngest child reached school age, Kristin enthusiastically re-entered the workforce, as she had the opportunity to work alongside her mom, whom she has always admired. Together, they established JJK Wealth Management, LLC.
Kristin is a highly skilled and compassionate financial advisor dedicated to serving her clients with utmost professionalism and care. With a wealth of experience in the investment industry, she possesses a deep understanding of mutual fund products and strategies, enabling her to provide professional guidance tailored to each client's unique financial goals.
Her unwavering commitment to her family, coupled with her multitasking and organizational skills, ensures that she brings a meticulous and detail-oriented approach to managing her clients' portfolios. Moreover, her innate passion for building strong relationships and her collaborative spirit make her an approachable and advisor. With Kristin by their side, clients can confidently navigate the complexities of wealth management, knowing they have a dedicated advocate who is genuinely invested in their financial success.
In her free time, Kristin enjoys cheering her children on at their many sporting events, playing tennis and golf, date nights with her husband, Jim, planning her next family vacation and cooking Italian Sunday dinners.