“I love the challenge of discovering each of our clients’ unique marketing formula.”

With nearly 15 years of experience, and having worked with hundreds of financial advisory firms, Kristen has built her career mastering RIA marketing. Here at Kaleido Creative Studio, Kristen oversees the strategic marketing direction for her clients, using marketing data and her own expertise to make strong and strategic marketing decisions. Furthermore, she often presents and contributes to industry conferences and publications.

Kristen graduated from the University of California at Santa Barbara with a Bachelor of Arts in business economics. She went on to receive an MBA in marketing from San Diego State University. After graduate school, she served as the Director of Marketing for a boutique wealth management firm specializing in comprehensive planning for high-net-worth clients, overseeing seminars, radio shows, referral campaigns, advertising, and marketing communication.

Dedicated to providing marketing consulting for financial advisors, in 2008 Kristen formed Wealth Management Marketing, Inc., which evolved into what Kaleido Creative Studio is today.

When she isn’t at work, you may find Kristen flying high above San Diego! As a licensed pilot, she welcomes the exhilaration and challenge of flying. Or you may find her at her cabin in Idyllwild, CA, where she spends her time hiking the San Jacinto Mountains with her dogs or throwing clay as an amateur potter.

 

EDUCATION

  • B.A. in Business Economics, University of California, Santa Barbara

  • MBA with an Emphasis in Marketing, San Diego State University

CERTIFICATIONS, LICENSES & AWARDS

  • Private Pilot: Airplane Single Engine Land, Federal Aviation Administration

  • Remote Pilot: Small Unmanned Aircraft System, Federal Aviation Administration

  • Instrument Rating: Airplane Single Engine Land Federal Aviation Administration

  • 2014 “40 Under 40” award, InvestmentNews

MEMBERSHIPS AND ASSOCIATIONS

  • Member, Plus One Flyers

  • Member, Art Alliance of Idyllwild