Roots in Colorado. Clients from Florida to California.
I’m a Financial Professional and Elite Field Trainer with The Miliare Group, serving individuals, families, and business owners across the country. Most of my clients didn’t find me because I was local. They found me because someone they trusted said, “you need to talk to Kristin.”
My background spans agriculture, energy, mining, healthcare, trucking, and small business across multiple states. When we sit down to look at your finances, I’m not learning your world for the first time. I’ve worked with people in it.
Every week, I do two things. I help individuals and families build practical strategies around insurance, retirement, college funding, legacy planning, and tax efficiency. I also train and mentor other financial professionals around the country. That dual role keeps me sharp on what’s actually working in the field, not just what’s working on paper.
I’m also a keynote speaker, published author, and hold a B.A. in Business Administration. But credentials only matter when they translate into clear, actionable guidance. No jargon. No cookie-cutter pitches. Just honest conversations about where you are, where you want to go, and the steps in between.
Every new client starts with a complimentary discovery call so we can both see if we’re the right fit before anything else.
