Kristen joined Jacobi Wealth Advisors and Jacobi Capital Management in 2024 and has over 25 years of experience in the financial services industry. She has had numerous roles along her journey - Planning
Specialist, Director of Financial Planning, Team Coach, Director of Project Management and Implementation and now, Chief Impact Officer. Kristen is responsible for measuring the Jacobi Wealth's impact and creating strategies to align with the growth goals.
Kristen graduated from Widener University with a BS in Business Administration. She resides in Aston, Pennsylvania with her wife Roe.