SUMMARY OF EXPERIENCE
Kristen joined the firm in 2019 with more than 5 years' experience providing tax compliance and consulting services. Kristen specializes in high-net-worth individuals, trusts, and estates. Her clients appreciate her detailed approach to tax planning, assisting with the development of a tax-efficient strategy for achieving their financial goals, and her knowledge of fiduciary taxation.
EDUCATION
Virginia Tech
- Bachelor of Science in accounting & information systems
College of William & Mary
- Master of Accounting with an emphasis in taxation
PROFESSIONAL CERTIFICATIONS
- Certified Public Accountant; Virginia
PROFESSIONAL AFFILIATIONS
- American Institute of Certified Public Accountants
- Virginia Society of Certified Public Accountants
- Tidewater Chapter of the Virginia Society of Certified Public Accountants
- Hampton Roads Estate Planning Council