welcome to
Kristen Coombs financial advisors

Planning Forward. Together.

A New Perspective

investing based on each of your financial goals.

An integrated approach

Each member of our team contributes a unique perspective and expertise,
empowering you to feel invested in your financial future.

planning forward. together.

what does your financial success look like?
what has to happen for you to get there?

look beyond the expected

predicting rain doesn’t count. building an ark does.
—warren buffet

WHO WE ARE

At Kristen Coombs Financial Advisors, we redefine what a typical investor looks like.
Our focus is to build long-term relationships with a select group of clients by
working with them through every aspect of their financial lives.

Learn More

What We Do

FINANCIAL PLANNING

The most important thing you need to know is what you don’t know.

Learn More

INVESTMENT MANAGEMENT

Our Goal Based investment strategies provide a personalized approach to allow you to stay focused and on track.

Learn More

RISK MANAGEMENT

Risk can take many forms: illness, accident, liability and natural disasters, to name a few. Are you covered?

Learn More

Home

Meet Our Team

Kristen E. Coombs, CFP®

Founder and Financial Advisor

Bio

Alison R. Martin

Director of Client Relations / Practice Manager

Bio

B. Scott Hefkin

Financial Planning Analyst

Bio

Heather Corl

Retirement Plan Coordinator

Bio

Hannah W. Hefkin

Client Relations Assistant and Brand Ambassador

Bio

welcome to Kristen Coombs financial advisors

Planning Forward. Together.

A New Perspective

investing based on each of your financial goals.

An integrated approach

Each member of our team contributes a unique perspective and expertise, empowering you to feel invested in your financial future.

planning forward. together.

what does your financial success look like? what has to happen for you to get there?

look beyond the expected

predicting rain doesn’t count. building an ark does. —warren buffet

WHO WE ARE

At Kristen Coombs Financial Advisors, we redefine what a typical investor looks like. Our focus is to build long-term relationships with a select group of clients by working with them through every aspect of their financial lives.

What We Do

FINANCIAL PLANNING

INVESTMENT MANAGEMENT

RISK MANAGEMENT

Home

Meet Our Team

Kristen E. Coombs, CFP®

Founder and Financial Advisor

Alison R. Martin

Director of Client Relations / Practice Manager

B. Scott Hefkin

Financial Planning Analyst

Heather Corl

Retirement Plan Coordinator

Hannah W. Hefkin

Client Relations Assistant and Brand Ambassador

Contact Us

welcome to
Kristen Coombs financial advisors

Each member of our team contributes a unique perspective and expertise,
empowering you to feel invested in your financial future.

what does your financial success look like?
what has to happen for you to get there?

predicting rain doesn’t count. building an ark does.
—warren buffet

At Kristen Coombs Financial Advisors, we redefine what a typical investor looks like.
Our focus is to build long-term relationships with a select group of clients by
working with them through every aspect of their financial lives.