Kristen E. Ellison

Kristen is a Vice President at AJ Wealth, providing high-level client service with an individualized, solution based approach. She is often involved in organizing large scale projects and frequently liaises with third-parties on behalf of clients. Kristen is actively involved in client’s overall financial pictures and creates detailed budgets and expense tracking reports used to educate them on their cash flow. In addition, Kristen manages the firm’s bill pay and concierge service team. Prior to joining AJ Wealth, she worked at Zephyr Management, L.P. Kristen graduated from Binghamton University in 2009 with a B.A. in Psychology.