With 20 years of financial planning experience, I’m able to deliver unique and tailored solutions to my clients. As a seasoned CFP® Practitioner and AEP®, I take my role as my clients’ financial “go to” person VERY seriously and adhere to the fiduciary standard of advice. I consider myself a steward of not only my clients’ financial affairs, but also their trust.
Kris Westergaard, CEO
Westergaard Wealth Management