Our Professionals

Kristen R. O'Kane CFP ^®
Senior Planning Associate

Kristen has been involved in the financial services industry for over eight years. She received her bachelor's degree in Business from Wake Forest University and an Executive Certificate in Financial Planning from Georgetown University. Kristen is currently enrolled in the Executive MBA program at the University of Virginia's Darden School of Business and expects to graduate in May of 2012.

Kristen is a member of the national Financial Planning Association and the Financial Planning Association of the National Capital Area. She was recently voted as Secretary of NexGen, which is a community within the Financial Planning Association. The vision of NexGen is to ensure the transference of wisdom, tradition and integrity, from the pioneers of financial planning to the next generation of our profession.

As a volunteer for Junior Achievement, Kristen has taught many local students basic business and financial literacy skills.

Kristen is part of a client relations team and is involved in many aspects of integrated wealth management, including financial planning analyses, client meetings, estate planning and income tax preparation. As a Senior Planning Associate, she is responsible for oversight of the training of all Planning Assistants and Associates (PA), creation of the PA training syllabus, and management the planning procedures manual. She also presents analyses and directs some client meetings.

Prior to joining The Monitor Group, Kristen worked as a Client Service Manager at Atlantic Trust Private Wealth Management.