Kristin Patrick Email & Phone Number

Moving from my earlier career as an Executive Assistant and Project Coordinator in the financial industry, I've embraced a vital role in leading families and small business owners to manage their finances better. Spotting widespread gaps in retirement, estate planning, and inadequate safeguards for family income and assets, along with insufficient plans for children's futures and college education, fueled my drive for financial education.Leveraging cutting-edge technology and comprehensive wealth education, my firm offers tailored financial solutions to families globally. Growing in an environment where education is important, I’ve gained degrees in Business & Organizational Leadership, as well as pursuing a PhD in Strategic Leadership from National University and Liberty University. I turned this passion of education and dedicated myself to educating individuals, businesses, and families on key financial strategies. My areas of focus include college funding, retirement planning, budgeting, estate preservation, and tax reduction.Driven by a mission to provide financial knowledge for families of all backgrounds, I've used my expertise and enthusiasm to guide countless clients, both locally and globally, towards achieving their financial and life aspirations. My commitment to financial literacy is fueled by a genuine passion for empowering others, taking great satisfaction in witnessing the positive impact of financial education on my clients' lives.