“If I can help my clients get through tough decisions, it makes me happy! I am proud every day knowing I help people through emotional times. Helping with their money in a way that allows them to enjoy their lives and have confidence in their future at the same time.”
Kristine has spent the past 20 years helping people make life decisions about their money. She helps clients navigate the often scary, confusing and emotionally-charged world of investing. Kristine works directly with many clients alongside the Lexington Wealth team to help ensure their goals are met, even if they sometimes are conflicting.
Kristine is ready to address the emotional side of her clients’ lives and how it fits into financial decisions. Her personal life experiences continually add to this perspective and her passion for the business. She is an entrepreneur, a mom, and has been a caregiver for an ailing parent—navigating the confusing world of long-term care and assisted living—all of which contribute to her understanding of clients’ challenges as individuals, not just investors.
In January 2017, she created a monthly Empower Women Series for women to come to a welcoming setting, hear about relevant topics, ask the questions they have never asked and be empowered.
Her style and knowledge have earned recognition from Boston Magazine as a Five Star Wealth Manager from 2012-2018. She was ranked as one of the Top 50 Owned Women RIAs in the Country (2013), a Top Adviser by Reuters Advice Point (2008) and one of Worth’s Top 250 Wealth Advisors (2008). Kristine was also an Honorable Mention on the list of Top Women-Led Businesses in Massachusetts (2013).
After founding Lexington Advisors in 1997, she merged with Michael Tucci to form Lexington Wealth Management in 2000. Prior to co-founding the practice, she spent six years managing an advisory division of a regional brokerage firm. A graduate of the University of Lowell, where she received a Bachelor of Science degree in Business Administration and Marketing, Kristine also participated in Northeastern University’s Certified Financial Planning program. She also completed the Kinder Institute of Life Planning’s Seven Stages of Money Maturity course.
Kristine is a current member of the Family Wealth Advisory Council. She is passionately involved in groups like the Entrepreneurs Organization (EO), where she sits on the board. She has spoken about financial literacy at the United Teen Equality Center (UTEC), which serves proven-risk youth from both Lowell and Lawrence, MA. She is a member of Pepperlane, a group where women who are business owners and moms come together to promote and help each other. In addition, Kristine was a former advisory board member for Charles Schwab.
Kristine donates her time to other boards, such as the Mount Washington Valley Ski team and the Cranmore Race Team. She is also a supporter of the Appalachian Mountain Club. Kristine almost never rests—her grandmother said, “sleep when you die,” so she remains active with her husband and two daughters, hikes with her dogs, skis wherever she finds snow, cooks nice meals from scratch, and travels with family and friends.
Kristine is available to speak or share insights with media and has provided commentary and insight to InvestmentNews, Financial Advisor, Investment Advisor and other outlets.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this material should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com.