For over 15 years, Kristen Moosmiller has worked closely with hundreds of individuals and families, particularly those approaching or in retirement, providing comprehensive, tailor-made financial plans with a focus on investments and taxes. As a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent with the IRS, she is uniquely qualified to maximize tax savings for retirees. She also works with high-income individuals and small business owners, helping them strategize their tax savings in preparation for retirement. Her greatest joy is encouraging and supporting clients to achieve their personal dreams. As founder and a Senior Advisor of NorthAvenue Financial Advocates, Kristen has developed a