KRISTEN PARROTT

Analyst

As an Analyst, Kristen is part of the advisor team that serves clients every day. She appreciates how one moment of her time could help a client for a lifetime. “Just imagine a million moments spent focused on our clients' success. My job helps lay that foundation.”  

She has always wanted to help others succeed, and wants everyone to understand that financial freedom doesn’t mean being “wealthy.” Rather, it’s reaching your financial goals while living generously. “You can still reach your financial goals while giving back to others.”  

Kristen found her calling toward the financial industry early in her life, starting with the "envelope" method as a kid. To her, the most financially satisfying feeling is fighting through sticky spending habits and realizing that small purchases really do add up over time.  

Kristen graduated with a Bachelor's in Finance focused in Financial Planning at Illinois State University. She enjoys playing the violin at church and other formal events, along with art and poetry. She also loves giving back to the community through volunteering, and spending time with her husband and their 2 cats.