Broker Check
Kristen M. Buchanan

Kristen M. Buchanan

Vice President, CERTIFIED FINANCIAL PLANNERâ„¢, Chartered Retirement Plans Specialistâ„  and LPL Financial Representative

Kristen grew up just outside of Columbus, OH until moving to Cincinnati to attend the University of Cincinnati. She graduated in 2012 with a Bachelor’s of Science degree in Middle Childhood Education, with a focus on math and social studies. After teaching middle school for a year she decided to explore other career options. Kristen was introduced to the financial services industry and knew very quickly that she found more than a job; she found where she could begin her career. Within two years she obtained Series 7 and Series 66 licenses held with LPL, as well as a Life and Health Insurance license. She successfully completed the rigorous requirements for the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in December of 2017 and acquired the Chartered Retirement Plans Specialist (CRPS®) designation in May of 2018. Kristen enjoys traveling, spending time with family/friends, and cheering on her favorite team, The Ohio State Buckeyes.