Kristen Doyle, CRPC®

Kristen brings more than 20 years of experience in the financial services industry, with a career foundation in wholesaling financial products such as annuities and mutual funds. With deep knowledge of qualified retirement plan design, compliance, and fiduciary best practices, Kristen delivers tailored, high-impact retirement solutions. She is passionate about making retirement planning accessible, effective, and aligned with clients’ overarching values and goals.

Professional Designations and Associations

  • Chartered Retirement Planning Counselor (CRPC®)

Personal Life

Outside of work, Kristen enjoys traveling, cooking, caring for her rose garden, and playing pickleball. She and her husband, Shawn, keep busy with their daughter, Lily, and their dog, Luna. A dedicated sports fan, Kristen especially loves watching the NFL and cheering on the New York Giants.