“I love helping our clients and being a part of the solution.”
KRISTIN GREENLEAF has more than 20 years of experience in the financial industry. She was granted the Financial Paraplanner Qualified Professional™ (FPQP™) designation in June 2018 and successfully passed the Series 65 exam, (the Uniform Investment Adviser Law Examination) in August 2014.
In addition to providing excellent client service, Kristin is also a key player on our Financial Planning Team. In this role, she demonstrates competence in gathering, reviewing and analyzing clients’ financial information and constructing personal financial statements to give our clients a comprehensive picture of their financial well-being.
Why I Became A Paraplanner
“Adding value to our clients’ lives and to the Rowland Carmichael team is my passion. The Paraplanner designation allows me that opportunity as my knowledge base is continually expanded through the education gained in obtaining and maintaining the designation.”
What I Enjoy Most About My Job
“Clients, clients, clients. I love helping our clients and being a part of the solution. When presented with a challenge I enjoy finding a resolution. My role at Rowland Carmichael allows me to develop meaningful relationships with our clients to make a difference in their lives. Gaining the trust of our clients brings me great satisfaction!”
Kristin is married to the love of her life, Michael, has two sons, a junior at Colorado School of Mines and a junior in high school. Their family has two dogs, Steve and Gary. She enjoys cooking, working out and sharing time with friends.