Kristen Welkenbach

Kristen Welkenbach is a dedicated financial professional with a robust background as a Financial Advisor Assistant at Northern Financial Advisors, Inc. and Hantz Financial since 2018. In these roles, Kristen organizes financial applications, participates in client case studies, manages compliance issues, and maintains client relations, ensuring effective financial planning. Additionally, Kristen serves as a Finance Clerical Assistant at BeneSys, Inc., where responsibilities include resolving invoice discrepancies and managing vendor payments. Kristen holds a Bachelor's degree in Finance and Financial Management Services from Oakland University, completed in 2019.