Our Team

• Kristin N. Lewis, CFP ®

  Planning & Fiduciary Advisor

  Kristin brings over 14 years experience in providing specialized counseling to affluent clients on a variety of financial planning topics, including  cash flow analysis, retirement, income tax and estate tax planning.  After beginning her career at Deloitte, she was a Vice President and Senior Financial Planner with Wachovia's Wealth Management Group where she coordinated plans for key clients and prominent Corporate Executives.  For over 5 years, Kristin also coordinated and taught the Estate Planning module of the Certified Financial Planner™ Program for Queens University of Charlotte.  She is a Certified Financial Planner™ and Certified Public Accountant (Inactive Status).

  
  
   

  Kristin earned her Bachelor of Science degree in Business Administration from the University of North Carolina at Chapel Hill and a Master of Accounting degree with an emphasis in taxation from North Carolina State University.