Kristen is the CEO & Founder of KMI Wealth, a registered investment advisory firm. She brings over 10 years of experience in financial services and a unique education and communication background. She studied at the University of Colorado Boulder and the University of Nevada, where she received her BS in journalism with an emphasis on law and communication. Kristen received her Financial Advisor training at Stifel and transitioned to the RIA firm FourStar Wealth based in Chicago. Having the opportunity to work for a broker-dealer and an RIA firm gave Kristen a complete understanding of investment vehicles, planning, and financial services, which she brings to KMI Wealth.
She is a motivational speaker and educator who specializes in women and investing, impact investing, family wealth planning, and philanthropic advisory. She strives to help clients gain confidence to live a secure and abundant life while investing in themselves. She believes all investments should reflect your unique values and goals and will guide you in making that happen.
Kristen is deeply committed to community and environmental stewardship. As a North Lake Tahoe resident for over 35 years, she served as the Vice President and Treasurer for Mountain Area Preservation (MAP), a local nonprofit focused on preserving the Truckee-Tahoe region. Through MAP, Kristen played a vital role in protecting Canyon Springs, a 290-acre Truckee property, helping raise $11.6 million with over 700 donors to secure the land for conservation and public enjoyment. Her dedication to the community also includes volunteering with Junior Achievement, where she taught K-12 students financial literacy, global economics, entrepreneurship, financial literacy skills, and community engagement.
Kristen is committed to uplifting women in her community by actively supporting organizations that foster empowerment, leadership, and economic independence. Through partnerships with local nonprofits and women-centered initiatives, she engages in mentorship programs, financial literacy workshops, and community service projects that encourage women to build financial confidence and pursue their personal and professional goals. She proudly supports organizations like the National Charity League, which develops leadership skills in young women through mother-daughter philanthropy, and We Are Change Makers, which provides funding and resources for women-led businesses and social enterprises globally. By aligning with these organizations, she aims to create a supportive network for women to thrive within our local community and beyond.
Kristen and her husband, David, have two daughters, and being a role model to them is her highest priority. She loves all the activities in the Tahoe/Truckee area, especially skiing, backpacking, hiking, swimming, surfing, and water skiing. Fun fact about her is that during her university studies, she received a once-in-a-lifetime opportunity to travel the world and homeschool the son of one of the most famous rock and roll lead singers. When she’s not visiting her family in Hawaii, you can find this roller skating disco queen getting grounded in yoga/pilates and spending time in her kitchen whipping up delicious, healthy meals. Believe us when we say she will #spiceupyourwealth.