Kristen Lindahl - Advisor Partner
Welcome to my corner of the financial world!
I'm Kristen Lindahl, a Certified Financial Planner (CFP). With an undergraduate degree in Business from Wake Forest University and an MBA from the University of Virginia's Darden School of Business, I've equipped myself with a strong foundation for navigating the complexities of finance
Over the past decade, I've had the privilege of managing client assets totaling over $400 million. This experience has fueled my passion for guiding families and individuals toward their financial goals. I specialize in providing tailored solutions and helping clients make informed decisions across investments, taxes, and estate planning
I'm thrilled to reunite with Steve Starnes, forming a dynamic advisor partnership that's been affectionately dubbed "The Dream Team." Steve and I previously collaborated for nearly eight years before I took a hiatus to focus on raising my family. Now, I'm eager to bring my expertise and dedication back to the table, ready to empower our clients and achieve financial success together.
