kristen primrose
Kristen is our Client Account Manager. Prior to her 13 years with Cambridge, Kristen has over 10 years experience as an account executive for three Fortune 500 companies within the Life, Disability, Annuity and Insurance industries.
Kristen graduated magna cum laude from the University of Arizona with a BS in Finance and a BSBA in Business Economics. She is currently working on her MBA at Northwestern's Kellogg School of Business. Kristen has also successfully completed the College for Financial Planning's Paraplanner exam and an intensive H&R Block Tax Course.
Kristen enjoys traveling, photography and cooking for family and friends. She and her husband Andrew live in Lake Forest, IL. Their son, Will, is a political science major at the University of Illinois.
Kristen is our Client Account Manager. Prior to her 13 years with Cambridge, Kristen has over 10 years experience as an account executive for three Fortune 500 companies within the Life, Disability, Annuity and Insurance industries.
Kristen graduated magna cum laude from the University of Arizona with a BS in Finance and a BSBA in Business Economics. She is currently working on her MBA at Northwestern's Kellogg School of Business. Kristen has also successfully completed the College for Financial Planning's Paraplanner exam and an intensive H&R Block Tax Course.
Kristen enjoys traveling, photography and cooking for family and friends. She and her husband Andrew live in Lake Forest, IL. Their son, Will, is a political science major at the University of Illinois.
We are members of the Alliance of Cambridge Advisors which gives us a large back-office of expertise. We also work closely with CPAs, estate planning attorneys, elder care attorneys, and risk management experts to ensure your plan is accurate from a tax, legal, and risk-minimized perspective. We will often coordinate meetings with your CPA and attorneys to ensure that all advisors are on the same page and focusing on what's right for you.