As a Paraplanner at BFG, Kristin serves Rebecca Fetterman’s team in our South Burlington, Vermont office. She helps maintain regular communication with clients, prepares review meetings, executes advisor-directed trades, manages calendars, and assists in building financial plans that move clients toward their goals. Before joining Berger Financial Group, Kristin honed her technical skills as an auditor with a public accounting firm and later on an accounting team of a health-insurance company. She holds dual bachelor’s degrees in accounting and finance from Creighton University, a Master of Accounting, and an active CPA license. With her background and a CPA’s eye for detail, Kristin helps Rebecca’s team deliver precise and thoughtful financial plans.

Away from the office, Kristin enjoys diving into a good book, playing card games, breaking a sweat at the gym, and spending summer weekends at the cabin.