Kristen  Dowdall

Kristen Dowdall

Client Service Specialist

Kristen’s daily role as a CSS is the liaison between clients and the financial planner, overseeing administrative aspects, and she really enjoys building personal relationships with them, learning more about their hopes and dreams.

Outside of the office, Kristen loves spending time with her family, especially her grandchildren, and going to hockey games with her husband. Before a hockey game they may grab a meal at BJ’s Brewhouse or Schlotzky’s.