Kristen Yates

Kristen joined Karr Barth Associates in 2013 and serves as the Digital Planning Specialist within the Wealth Strategies Team where she assists financial advisors in creating customized financial forecasting and analysis reports based on client specific data and assumptions such as family income security, education funding, long term care planning, retirement cash flows, and estate and wealth transfer planning. She is skilled in utilizing many different planning and communication tools to optimize client relationships. Kristen stays abreast of new developments in technology that enhance client satisfaction, be it with in-person or virtual meetings.