Kristin L. Schoenfelder CFP®
Kristin has over 20 years of experience in the Financial Services industry. She began her career in the mortgage business as a loan officer structuring loans for home purchases and refinances. Kristin enjoyed working closely with clients as their dreams of home ownership became a reality!
In 2008, Kristin decided to pursue finance and the long-term client relationships that come with financial planning and money management. As an Investment Advisor and Planner, Kristin regularly meets with clients to discuss their short- and long-term goals. Her approach begins with understanding what’s important to the client, followed by putting together and implementing a plan to help them pursue their goals. Kristin loves providing an all-inclusive, holistic approach when working with clients, so they feel all their financial needs are being addressed. As a fiduciary, she strives to always give advice in the client’s best interest.
Kristin has a Bachelor of Business Administration degree with an emphasis in Marketing. She holds the prestigious CERTIFIED FINANCIAL PLANNER™ certification, which demonstrates expertise in all areas of financial planning. Kristin also maintains the following professional licenses:
- State Securities Law Exam: Series 66 - Uniform Combined State Law Exam
- Series 7 – General Securities Representative Exam
- SIE – Securities Industry Essentials Exam
- Licensed life, accident, and health insurance agent
Series 66 and 7 held through LPL Financial.
Outside the office, Kristin enjoys spending time with her husband and daughter, watching their daughter play soccer, and staying active outdoors in the 300+ days of Colorado sunshine!
Kristin offers advisory services through Marshall Investment Management and is not affiliated with Cavill and Company.
