Today I spoke with the inspiring Kristin Herman, married to her best friend and mama to three of their greatest delights, Kristin is passionate and wholehearted.

She’s a coffee and tennis enthusiast, “In the world of wealth management, there is a lingering misconception about what financial advisors are and do. Many feel that financial advisors are only out to collect a fee or to transact a result. They believe that transparency is the last thought of the financial advisor, and as a result, strategy and education go by the wayside”.

We discussed the following topics:

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