Vice President, Operations Manager, Private Client Advisor
Ms. Madden serves as the Managing Director of Client Experience where she provides strategic oversight to the FLP Private Client Group to deepen client relationships and enhance the services provided to clients. She leads in the development and delivery of best practices and efficient services throughout the firm in accordance with operational and industry regulations. Kristen is also the Regional Director for the New Hampshire region where she is responsible for all aspects of managing the Wolfeboro and Portsmouth offices including business development, marketing, staff oversight and managing office expenses. In addition to her role as Regional Director, Kristen is also a Private Client Advisor where she works closely with our investment advisors to help clients navigate their complex financial lives. Kristen uses a holistic wealth management process by incorporating core elements of financial planning: financial positioning, asset protection, investment management, cash flow, tax management, retirement planning, and estate and legacy planning.
Prior to joining FLP, Kristen was a shareholder, vice president, and COO of Financial Focus, Inc. where she began working in 1997. She previously worked at A.G. Edwards in Concord, N.H., and was the operations manager at Prudential Securities in the U.S. Virgin Islands. She holds the Series 65 license and the CMFC® or Chartered Mutual Fund CounselorSM designation.
Kristen volunteers on the Student Advisory Board at the Lakes Region Technology Center at Kingswood Regional High School in Wolfeboro. She is dedicated to helping students build their future career paths and supports the local internship program.
BS Marketing Administration, Plymouth State University
Chartered Mutual Fund Counselor®
Series 65 License