Kristen has been in the investment field for 17 years working with The Davies Investment Group on planning needs and implementing personal investment strategies for clients. She is registered with the Financial Industry Regulatory Authority (FINRA). She holds the Series 7 and Series 66 licenses as General Securities Registered Representative and Investment Advisor and is registered in over 25 states. Kristen is licensed in Annuities, Life, Accident and Health Insurance along with holding the license for New York Partnership for Long Term Care Insurance. She joined Benjamin F. Edwards in January 2014.
Kristen has taken numerous seminar and training courses. These courses include Financial Planning Process and Insurance, Investment Planning, Income Tax Planning and Retirement Planning and Employee Benefits through the College of Financial Planning.
As a volunteer, Kristen is a past board member of the Painted Post Board of Trade where she was awarded the 2010 President’s Award. She is involved with a local youth running team, Corning Track Club, supporting the coaches for youth athletes in Track and Field and Cross Country and assists with the administration of the team. Corning Track Club coaches and supports athletes that are preparing to compete in their high school and college years.
At her children’s schools, Kristen is involved in the Parent School Association assisting with fundraising activities and volunteers for the high school Track and Field and Cross Country team as President of the Running Club.
Kristen lives in the Greater Corning area with her husband, Tom, two daughters, Brynne and Faithe, and son Colten.