Wealth Analyst & Trust Services
Kirsten collaborates with a variety of LNW experts in investments, trusts and estate planning to help administer trusts that function optimally for clients and their beneficiaries. She is involved in all aspects of trust account management and wealth planning. Her duties include working closely with LNW wealth managers to create, implement and monitor investment portfolios within trusts, to maintain the appropriate asset allocation strategies, and to propose solutions that enhance the overall relationship with client families.
What Kirsten enjoys most about her work is the long-term relationships developed with the different generations within families as trusts are established, funded and start to operate as intended. Prior to LNW, Kirsten worked in technology and healthcare as a marketing manager at Hewlett-Packard and as a project coordinator at Virginia Mason Franciscan Health.
- Accredited Asset Management Specialist™
- MBA, Western Governors University
- B.S. in Business Economics, University of Idaho