Kristan Preston has over 16 years of experience in financial services. She enjoys working with clients who define success as doing the things they love without worrying about their year-to-date returns. They know reaching such a point isn’t an accident but requires smart financial planning paired with sharply defined goals. In her role as a financial planning partner, Kristan asks the right questions that lead to meaningful, honest discussions that shape those goals.

Kristan guides her clients’ investment approach by discussing potential outcomes well before they become urgent matters. She helps them develop an understandable investment approach with a concrete savings plan. This plan inspires clients to be more intentional about saving because they can envision their future.

Kristan holds a B.S. in Finance, General from Miami University. She enjoys traveling with friends and family and outdoor sports like skiing, running, and hiking. She lives in Auburn Township, Ohio, with her husband, Bill, and two sons.