Kristen cultivates and enhances new and existing client relationships by processing requests, resolving inquiries, providing guidance, and communicating with clients, CPAs, and attorneys. She also collaborates with Palisade’s client relationship managers to create customized financial plans, presentations, and meetings.
Prior to joining Palisade, Kristen was President of Logan Corp., a financial advisory firm offering family office services to multi-generational families. Earlier in her career, Kristen held several client service positions at Wachovia Securities, Piper Jaffray, and US Bancorp Investments. She also worked in personal banking at US Bank.
Kristen earned a BS in Business Administration from North Dakota State University.
100 South Fifth Street
Suite 420
Minneapolis, MN 55402
(612) 455-2900