Kristin joined the Boston Harbor Wealth Advisors team as a Client Service Associate at our Westborough, MA office, GPS Financial Management, in 2019. Before partnering with our team, she gained extensive industry experience in similar roles at Morgan Stanley 2011-2012, and KBS Wealth Management 2006-2011, and she has been with GPS Financial Management since October 2012.
Stability is essential to efficient and successful business operations. This is where Kristin’s attention to detail and organizational skills are crucial to streamline business efforts. Kristin is responsible for managing everyday processes such as maintaining and processing new client accounts, scheduling appointments, and coordinating seminars. Kristin provides support to Sean McCann, CERTIFIED FINANCIAL PLANNER™ professional, as his assistant.
Kristin has built strong relationships with our clients. She enjoys knowing that each member of the team is helping our client’s attain their goals and work toward both long- and short-term plans. She is known for being persistent, ambitious, and caring. It’s easy to see that Kristin cares because she genuinely has the best interest of others at heart and goes above and beyond to serve others. She aims to provide a level of comfort to our clients, allowing them to worry less about the financial planning process so they can enjoy life to the fullest.
Life is always on the go, both at work and at home—and that’s exactly how I like it. I thrive in a fast-paced environment and bring that same energy and dedication to everything I do, while also recognizing the importance of maintaining a healthy work-life balance. Family is at the center of it all, and my most important role is being a Mom to my two sons: Aiden, who attends Pratt Institute in Brooklyn, NY, and Ethan, who is a student at Wayland High School.
I grew up in Massachusetts and continue to stay closely connected to the community, with most of my family nearby. We’re also fortunate to spend time at our family lake house in Vermont, a place where we can step away from the pace of everyday life and enjoy time together. In my free time, I enjoy gardening, which gives me a chance to slow down, be outdoors, and recharge.
I am committed to approaching both my personal and professional life with purpose, balance, and a strong sense of dedication, always striving to make a positive impact in everything I do.