Kristin is a Client Service Specialist based in the San Rafael office.
A seasoned administrative professional, Kristin has spent over a decade in various operations and customer service roles, most recently serving as a client services assistant for O’Donnell Financial.
Residing in San Rafael, CA, Kristin enjoys trail running in Marin County, spending time with her two girls, and visiting family in St. Helena.
- Client Services Assistant at O’Donnell Financial
- Operations Assistant at Treemasters
- Office Manager at Charter Properties
- Finance Coordinator at Bayside Marin
*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.