Kristen Wheeler

Director, Communications Programs at Edelman Financial Engines

Kristen Wheeler is an accomplished communications professional with a strong background in marketing and client engagement, currently serving as the Director of Communications Programs at Edelman Financial Engines since August 2020. Previously, Kristen held various strategic roles at Financial Engines from August 2010 to November 2018, where responsibilities included managing a personal client book valued at over $87B in plan assets and developing customized, multi-channel marketing strategies for Fortune 500 clients. Kristen’s expertise lies in translating client needs into effective communication programs, exceeding revenue goals, and ensuring compliance in messaging. Kristen began a career in public service with the City of Gunnison and holds a Bachelor of Arts degree in English from Virginia Tech, focusing on Professional and Creative Writing.

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Edelman Financial Engines

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Edelman Financial Engines is an American financial planning and investment advisory company.


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