Kristen Koonce, CFP®

“No investments are good or bad — they all have pros and cons and need to be used together in the right way to achieve the goals you want for yourself.”

As the leader of our Chicago office, Kristen’s career inspiration came when seeing both her grandparents and parents benefit from the help of a financial advisor. She sought out internships in college on her way to becoming a financial advisor herself and, ultimately, a CERTIFIED FINANCIAL PLANNER® professional. She now works directly with clients as well as partners with other advisors to make sure every financial plan we build is custom tailored to meet each client’s unique needs.

Kristen is focused on retirement and distribution planning. She helps clients with spend-down strategies to help maximize their own wealth and pass money on to the next generation in a tax-efficient manner. “I’ve always had an interest in how you can help clients create multigenerational wealth and set up future generations for success,” Kristen says.

Kristen is married and lives in the South Loop, where she walks to Bears games when the weather is nice. She also supports Northwestern football (her alma mater) and enjoys spending time on the water and the golf course during the summer.