Kristen Stead
Paraplanner Qualified Professional™

Bringing over 25 years of client service experience working in the lending industry as a business manager and loan originator, Kristen joined the George Pierce team in 2008. She thrives in customer facing roles that allow her to incorporate strong interpersonal and problem solving skills always focused on providing a positive client experience. Being a Registered Para Planner on the planning team provides the perfect opportunity to bring a balanced perspective to clients' unique planning needs.

Kristen is a Washington native living in Snohomish County with her husband of almost 30 years! She enjoys spending time with her two grown daughters whenever possible and loves to travel to tropical climates and plays a lot of tennis.

Nothing gives me more satisfaction than being able to bring all the pieces together to build the perfect plan for our clients.

FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL™ and FPQP™ are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.





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