Kristen Palazeti, CEPA, CDFA

Private Advisor, Vice President

Kristen has a passion for working with individuals with recent life changes in need or tailored guidance and attention, such as those who are going through family changes. Prior to beginning her career in the financial services industry, she had an extensive career in the automotive industry working in Strategic Planning and Business Development. Kristen utilizes her professional background and knowledge to help clients communicate their wants and need and help them develop a plan that is designed to build and preserve wealth.