Kristen Corcoran, FPQP®

Kristen Corcoran, FPQP® has been part of the financial services industry since 2001, bringing over 20 years of customer service experience to the team. She began her career in the bank’s Account Services area, where she gained a strong foundation in bank products, before transitioning to Financial Advisory in 2006. She is now a Senior Client Service Coordinator and holds the Registered Paraplanner℠ designation. She is also licensed in life and long-term care insurance. She earned her Bachelor’s degree in Exercise and Sports Science with a minor in Business from the University of Wisconsin–La Crosse. As a Senior Client Services Coordinator, Kristen plays a vital role in supporting the advisors and helps to ensuring an exceptional client experience. Originally from Waunakee, Kristen is a graduate of Waunakee High School. She now resides in Mount Horeb and works from our Waunakee office. Outside of work, she enjoys spending time with her family.