Kirstin joined predecessor firm Sage Financial Advisors in 2003 as director of client relations and investments, where she focused on providing excellent client service and delivering highly effective money management.
She brings 15+ years of experience in client service and investment management to her role as an advisor, and has worked in banking, real estate, and operational roles as well.
Kirstin graduated with a Bachelor of Science degree with an emphasis on supply chain management from the University of Nevada, Reno in 2004. She is an Accredited Investment Fiduciary®, Financial Paraplanner Qualified Professional™, and a Chartered Retirement Planning CounselorSM.
Kirstin is a member of the Financial Planning Association, University of Nevada – Reno Foundation Planned Giving Advisory Council, Renown Health Foundation, and Planned Giving Roundtable of Northern Nevada. She is also an active Nevada alumni member.
In her free time, she can often be found coaching girls clubs and high school basketball or enjoying the many activities and sporting events in the Reno/Tahoe area with her family.
Previous Experience
- Investments & Client Relations at Sage Financial Advisors
Education & Credentials
- BS, University of Nevada – Reno, Supply Chain Management
- Accredited Investment Fiduciary® (AIF®)
- Financial Paraplanner Qualified Professional™ (FPQP™)
- Chartered Retirement Planning CounselorSM (CRPC®)
The Center for Fiduciary Studies owns the mark AIF®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.
FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL™ and FPQP™ are trademarks of the College for Financial Planning in the United States and/or other countries.
CHARTERED RETIREMENT PLANNING COUNSELORSM and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
