FINANCIAL & ESTATE PLANNING; INDIVIDUAL, ESTATE AND TRUST TAX

Kirsten rejoined the firm in the fall of 2023, providing over 7 years of experience in public accounting and financial services. Prior to rejoining the firm, Kirsten worked for a full-service wealth management firm in Denver, Co providing comprehensive financial and estate planning. 

Kirsten specializes in comprehensive financial and estate planning as well as individual, estate, trust, and gift taxation of high-net-worth individuals.

Kirsten resides in Madison with her daughter, Emma, and twin sons, Reid and Jude. 

Education: 
Bachelor of Science in Accounting – Florida State University
Master of Accountancy - University of Alabama in Huntsville
The College for Financial Planning – CFP® Certification Professional Education Program

Certifications:
Certified Public Accountant (CPA)
Certified Financial Planner™ Certificant

Professional Memberships and Affiliations:
American Institute of CPAs
Alabama Society of CPAs

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