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I have experience facilitating and overseeing projects and performing administrative tasks efficiently and effectively. I have over 8 years of experience supporting executives and clients in various industries and sectors.

I am a team player, willing to lead or follow, eager to learn and self-motivated. I excel at managing multiple projects, deadlines, and priorities, as well as building and maintaining strong customer relationships. My passion is to help people achieve their financial goals and dreams, and to contribute to the growth and success of the organization.

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I grew up in Queens NYC. My business experience starting at 12, when I ran a paper route. For you youngsters, that means I delivered the afternoon newspaper by bike and was responsible for building and maintaining customers. At 17, my dad applied for a McDonald's franchise and I spent the next 33 years in McDonald's, including 13 years owning 2 franchises in Philadelphia. I have spent the last 12 years in the financial industry working with families and businesses planning for and protecting their personal and financial interests. I have worked hard to align myself with top companies that support my vision and integrity. 

I have 3 children. And when I am not working, you may find me golfing, boating, skiing, bowling, working on my model railway or in my garden. I also umpire youth baseball and volleyball.

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I love what I've been called to do, both professionally and personally.

Professionally: I provide my clients with agency and access to discovering freedom around their finances. We do this through defining their "True Purpose for Money". It's critical to understand the relationship between Money and Mind. Our brains were created for survival, and navigating the "World of Money" by our own instincts and emotions (not to mention the multiplier given through the chaos of The Media), without a Financial Coach, having mastery over finances can seem almost impossible.

With heavy emphasis on protecting and perpetuating Cash Flow and holistic Financial Planning, we are able to increase the probability of maximizing a client's financial potential. All this, while helping them avoid making Uncle Sam their largest charitable donation.


Personally: I'm a husband and father to an incredible family. I'm eternally grateful that the Lord has entrusted me with leading them. I love the outdoors: golfing, hunting, fishing, camping, etc. I'm a CrossFit guy, but you didn't hear that from me... Black Labs are the best dogs on earth. Pineapple goes on pizza. I'd love a chance to get to meet you!

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Kristin empowers her clients to be proactive in building a strong financial foundation to ensure a lasting good life for the people they care about most.

Many of her clients are good savers, however they are burdened by high taxes, the rising cost of living and many other financial threats.

She offers leadership and financial education that helps restore financial balance to their lives and focuses on reducing threats that drain wealth.

The Process:

• Completes a thorough review of their financial picture including benefits, cash flow, insurance, investments, debt and legal documents.
• Helps them recapture money lost on their balance sheet because of uncoordinated strategies.
• Teaches them to manage their money by controlling the “controllables”. She gives them the tools to become masters of their own cash flow and to make money decisions that are balanced and coordinated.
• Helps them discover and understand products that are uniquely suited to them. This enables them to potentially maximize their wealth over time without taking more risk than necessary to achieve the fulfillment of their goals
• Employs a team of financial professionals both within Valent Wealth as well as other professionals such as tax, legal or insurance specialists as resources for her clients.

Planning is a process not an event. For this reason, Kristin is committed to working with her clients as their lives evolve, their business and families grow, and their financial picture changes.

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I work to inspire my clients. I'm in the business of helping people discover their potential. I work with academic and empirically tested principles to support individuals in helping families and businesses prosper. I bring exceptional value, identify blind spots, and work in my fiduciary capacity to educate my clients to make the best decisions to reach their financial goals. I am aligned with industry professionals who provide education, leadership, and implementation of well-tailored strategies. Long story short. We do fantastic work!

You can find me doing all sorts of activities when I'm not working. I'm a man of many hobbies, but I primarily enjoy getting after it outside. In the winter, you can find me skiing in the mountains across the East Coast and playing beer league and pond hockey on the weeknights. During the summer, you can find me woodworking in my garage or on the weekend, hitting the golf course or boating with my family. Hunting, flyfishing, whitewater kayaking, scuba diving, and cycling are also a few things I enjoy with family and friends. I love the kind of fun that sucks while doing it but makes for a great memory later.

I'm passionate about supporting organizations and non-profits that get kids outside, fostering their learning outside the traditional classroom, and advocating for creativity and a healthy sense of competition. I believe in opportunity for every individual and in outcomes greater than ourselves. And that one small act of kindness can have a massive impact on the world.

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Misha's journey began over 33 years ago, stepping into the world of financial services with a brief stint at a major agency. However, that initial encounter left her disillusioned, perceiving financial advisors as mere salespeople driven by profit motives. This experience ignited a fire within her to reshape the industry's image and practices.

In 2013, Misha's perspective underwent a profound shift. She discovered her true calling in working with clients, embracing a holistic methodology that considers every facet of their financial well-being. Yet, her divergence from conventional investment practices persisted. It wasn't until 2015 that she encountered Matson Money, a revelation that aligned with her values. The academic and thoughtful approach to investing presented by Matson marked a turning point in her career.

Embracing Matson Money's principles, Misha ventured into the role of a Matson coach in 2017. Guided by the academic underpinnings of investing, she helped clients make informed decisions rather than speculating in a tumultuous market. Taking a bold step in 2018, Misha broke away from the confines of a large firm, establishing her own Registered Investment Advisory (RIA) practice. This move allowed her to better serve her clients' unique needs and aspirations.

Now collaborating with Valent Wealth, Misha is thrilled to enhance her clients' financial journeys by offering an expanded array of options and services. As a devoted Matson Coach, she is excited to be able to work alongside a dedicated team that shares her unwavering commitment to academic investing principles.

Beyond her professional accomplishments, Misha is a proud Denver resident who is married and is Mom to exceptional girls; her 16-year-old daughter and 15-year-old bonus-daughter. Her diverse passions mirror her multifaceted approach to life: from boxing to meditation, and scuba diving to nurturing her delightful menagerie of animals.

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