Kristin is a CERTIFIED FINANCIAL PLANNER™ professional and the firm’s President. She’s a nationally recognized specialist in stock options and equity compensation with a particular focus in sudden wealth events, such as helping individuals plan for an IPO, acquisition, or sale of a business. In 2023, Kristin received the InvestmentNews 40 Under 40 recognition. Each year, InvestmentNews selects 40 honorees from across the country based on their on their accomplishments, contribution to the industry, leadership, and promise. Kristin’s expertise advising business owners is unique, having successfully completed a company transition with her father, Tom McFarland. As a business owner herself,