Kristen Cary

Kristen Cary serves as an Account Specialist at North Coast Financial Advisors, where she plays an integral role in supporting both clients and advisors through efficient account management and service.

In her role, Kristen is responsible for opening new accounts, maintaining existing client accounts, and ensuring all account-related processes are handled accurately and promptly. She works closely with David and the advisory team to support client paperwork, generate reports, conduct research, and manage back-office processing. Kristen also collaborates with operations teams to facilitate smooth form processing and resolve client inquiries, helping deliver a seamless and positive client experience.  Kristen also collaborates with the rest of the team to create Marketing communications to our clients as well as the general public.

She is a motivated and detail-oriented professional who holds a Bachelor’s degree in Marketing and Advertising from Michigan State University, along with a minor in Communications. Her academic background, combined with her strong analytical, organizational, and interpersonal skills, enables her to effectively support the firm’s financial planning processes. She is passionate about delivering excellent client service and contributing meaningful value to both clients and the team.

Outside of the office, Kristen is a proud parent to her son, who inspires her strong work ethic and dedication each day. She enjoys staying active through sports and spending time with her dog, Jack, and her fish, Bubbles. Kristen looks forward to supporting the team and helping clients achieve their financial goals.