Kristeen A . McConnell

Kristeen has been with Karr Barth Associates since 2020, bringing extensive Financial Services industry experience with her. Prior to KBA, Kristeen was in the Institutional Banking sector for a handful of years after graduating from Temple University with a focus on Business Finance and Entrepreneurship. 

She currently uses a holistic planning process to understand her clients and their needs in order to educate them in making sound financial decisions. Kristeen earned a Credentialed Holistic Financial Coach designation with the Teacher’s College of Columbia University in order to broaden her skills in understanding clients’ emotions when it comes to their finances.

Kristeen’s strategies are designed to help her clients effectively protect, accumulate, distribute, and transfer their assets in the most tax efficient manner.

Kristeen, originally from Bucks County, PA, currently resides in Mullica Hill, NJ and works with many clients in the Tri-State area. Outside of working with her clients, you can often find her going for runs in local parks or traveling to new cities along the East Coast.