Kristen Moosmillerage 29
Senior financial planner, Partnership Financial
- Guilty pleasure: Binge-watching Netflix
- Has never had a career failure
- Has two cats: Mac (& Cheese) and Bella
Two years ago Kristen Moosmiller made a gutsy career change to provide comprehensive planning services to clients who pay her firm a retainer fee.
The move from a large investment company where she managed more than 150 client relationships required a substantial pay cut, but she’s never looked back.
“While it was wonderful to move up at that company and be a lead on so many client relationships, I couldn’t do as good of work for each of them that I wanted to,” she said.
After deciding she wanted to have fewer but more meaningful client relationships, Ms. Moosmiller joined Partnership Financial in 2014 without a single client.
Today she works with 20 clients, most of whom she’s found through her own business development efforts, and ultimately she hopes to work with a maximum of 50 to 80 retainer-based clients. She plans to become an owner in Partnership Financial next year.
Her growing client base is a testament to her passion for helping others achieve financial independence, especially the middle-income clients she specializes in serving. She’s also helped her colleagues in the industry work through their difficulties.
She mentors young advisers through her local Financial Planning Association chapter in Ohio. Ms. Moosmiller joined both the National Association of Personal Financial Advisors and the local FPA chapter in 2012. That year she was pro bono director for the FPA group, which was recognized in the press for its charitable efforts.
She’s also served two terms as president of the chapter.
Her instinct to give back to the industry and community continues this year, as Ms. Moosmiller heads the public relations and marketing committee of the Alliance of Comprehensive Planners.
– Liz Skinner