Kimberly Kristensen

Kimberly Kristensen has been in the insurance industry for over 20 years. She joined Risk Strategies serving a role in the Financial Services division.

In 2016 Kimberly broadened her risk management capabilities and knowledge in the insurance industry and became licensed for life & health insurance. She also received her FINRA series 6 and 63 licenses. Her work now took a focus to financial advising and planning. As a financial advisor and planner her work focused on holistic planning with clients both individual and institutional respects to insurances, wealth management, tax strategies, group benefits (401k, health, P&C) as well as full financial plans. In December of 2020 Kimberly was excited to have joined Risk Strategies to work on Retirement Plans in the financial service’s division. Kimberly has 10 plus years in experience in the merger and acquisition space which she now serves a role on working on the Retirement Due Diligence in her department who team with the private equity division.

Kimberly is married with two beautiful children and a chocolate lab. She has served as a board member on her local Chamber of Commerce, ran the campaign for the current town Supervisor, supported many charities and organizations, and enjoys volunteering her time to the community. When not working or volunteering Kimberly enjoys hiking and biking with her family.