Kristen joined NFA in 2004, after graduating from Southwest Texas State University in 2003 with a BBA in Finance. She holds her Life and Health Insurance License along with her Series 6, 7, 63 securities registrations which are held with LPL Financial, and 65 registration which is held with Strategic Financial Concepts, LLC.
From 2004 – 2007, she worked as an advisor for the organization in the education and family market to build her book of business. In 2007, she took the role of Director of Operations for Strategic Financial Concepts, LLC, our RIA firm. In 2010, Kristen too on the role of Chief Operating Officer, which includes overseeing all three operational divisions of National Financial Alliance, including our insurance business, retail securities business, and fee based business. She also manages the NFA staff in our two branch offices by delegating tasks and conducting annual performance reviews with the staff members. She is focused on maintaining SFC’s high level of customer service for our clients and advisors around the U.S. Her primary focus is to grow NFA and SFC every quarter and provide education and knowledge to the staff in order to help them grow with our firm. She is always available to visit with any clients, advisors, or prospects to help them understand more about National Financial Alliance, LLC and Strategic Financial Concepts, LLC.