Kristan serves as the firm’s head of retirement plan services and financial planning departments. Her primary responsibility is the development and delivery of consulting services for fiduciaries of 401(k) and related retirement plans. In addition, she is in charge of coordinating comprehensive planning services for new and existing clients. Her goal in both departments is to provide clients with accurate and un-biased analysis and readily understandable solutions to complicated financial issues. As part of her financial planning role, she compiles and edits the company’s newsletter. She is the de facto “grammar girl” of the office and enjoys editing all manner of documents and correspondence. Kristan has been with West Financial Services since 1995, holding positions in office administration and financial planning before being promoted to head the two departments.
Kristan earned her bachelor’s degree in English from Barnard College of Columbia University and is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Employee Benefits Specialist (CEBS). She is a member of the Financial Planning Association (FPA) and the International Society for Certified Employee Benefits Specialists (ISCEBS).
Kristan was listed in Northern Virginia Magazine's Top Financial Professionals1 listing (2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012 and 2011).
Kristan lives in Falls Church, Virginia, with her husband, two children and rescue dog. She loves music of all kinds and is very proud of her children’s accomplishments in this area. In her spare time, she focuses on her workout routine (Tracy Anderson Method), which allows her to enjoy her true passion, baking.
1Northern Virginia Magazine: Top Financial Professionals
To compile the Top Financial Professionals list, Northern Virginia Magazine enlisted input from the Certified Financial Planner Board of Standards, Inc. which grants and upholds the CFP® designation as the recognized standard of excellence in personal financial planning. Using data provided by the CFP Board, they asked CFP® certificants and other finance professionals in Northern Virginia to nominate peers.