Kristen Caseley is an Advisor with AdvicePeriod, working closely with Partner Advisor Kimberly Clouse to deliver superior service to a select group of clients by creating customized wealth management solutions to each family’s unique situation.
Prior to joining AdvicePeriod, Kristen worked with Kimberly at Via Global Advisors as an Associate Wealth Advisor. Kristen first developed a passion for wealth management as a Financial Planner at Lake Street Advisors, an independent, fee-only wealth advisory firm in New Hampshire. She began her career at Investors Bank and Trust as a Fund Accountant and also worked as a Performance Analyst Team Leader at Prime, Buchholz & Associates.
Kristen graduated cum laude with her BBA with a concentration in Finance from Bryant University. While there, she was captain of the Bryant University Field Hockey team and member of the Women’s Lacrosse team. She was initiated into Chi Alpha Sigma (National College Athlete Honor Society) and Omicron Delta Kappa (National Leadership Honor Society) for her achievements both on and off the field.
Kristen resides in New Hampshire with her two young daughters. She volunteers as Treasurer for the Garrison School PTA, as well as Race Director for the Dover Turkey Trot 5k. Kristen is an avid 4.0 USTA tennis player and has recently started golfing again.