Senior Investment Manager | MBA, AIF



"Great necessities call out great virtues."

- Abigail Adams

An expert financial guide for wealth management

When Kristin is not assisting her personal clients in orchestrating their financial lives, she promotes financial literacy throughout Maine in her role as the “News 8 Financial Expert” on Maine's ABC affiliate, WMTW.

A Senior Investment Manager in BerryDunn Wealth Management, Kristin has advised clients in the financial services industry for over 19 years. She has extensive experience working closely with clients as they navigate major life transitions, such as retirement, death of a spouse, divorce, and career change.

Her deep experience in wealth management gives her a dual focus:

  • Providing comprehensive financial planning and investment advisory services for individuals and families
  • Providing investment services to business clients regarding the fiduciary responsibilities of their retirement plans.

Before joining BerryDunn Wealth Management, Kristin headed up the mutual fund research group at Commonwealth Financial Network. Before that, she worked as a research analyst for the international equity group at Pioneer Investment Management in Boston, MA. While there, she focused on developing computer-driven models and screenings to facilitate the equity selection process. Kristin resides in Portland with her husband and spends much of her free time chasing her two young sons. When they stop running, she enjoys cooking and planning traveling adventures with her family.  

Kristin is a Registered Representative, an Investment Adviser Representative, and holds FINRA Series 6, 7, 63, and 65 securities registrations through Commonwealth Financial Network, Member FINRA/SIPC. She is also licensed for life, health, and variable insurance. 

Experience Highlights:

Kristin helps clients with a variety of issues including:

  • Investment advisory services
  • Personal financial planning for individuals and families
  • Life, long-term care and disability insurance
  • Investment services and analysis for employer sponsored retirement plans

Publications and Presentations:

Community Service: 

Maine Women's Fund, Major Gifts Advisory Board, Host Committee for the Fund's annual fund raiser and awards luncheon

For more information, please click here to visit the BerryDunn Wealth Management Website.

Wealth Management


This communication is strictly intended for individuals residing in the states of AZ, FL, IL, MA, MD, ME, MI, NC, NH, NJ, NY, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities offered through Commonwealth Financial Network®, Member / Investment Advisory Services may be offered through Commonwealth Financial Network, a Registered Investment Adviser, and/or BerryDunn Wealth Management, a Maine-licensed investment adviser. Investment Advisory Services and fixed insurance products and services offered through BerryDunn Wealth Management are separate and unrelated to Commonwealth.


  • MBA