Kristine A. Boelte, MSPFP, CFP®, CDFA
I began working in the finance industry in 2002 with Edward Jones. I cut my teeth on estate planning and later earned the CFP® certification. I hold an undergraduate degree in Finance from Thomas Edison University in NJ and a Master's Degree in Financial Planning from the University of Missouri Columbia.
I have three amazing children. Two are grown, and my youngest is (thankfully) still at home, bringing joy and excitement to my life. We are all physically active in our own way, participating in different sports and outdoor activities.
In 2015, after 15 years in the industry, I created Kristine A. Boelte & Associates, LLC, an independent firm formed from my relentless commitment to your financial well-being. In 2020 the opportunity of a lifetime came my way-the chance to partner with my longtime friend and colleague, Frank O'Hara. In 2021, Boelte O'Hara Wealth Management was born. It is my privilege to unlock the doors each morning, knowing that Frank and I can continue creating a great experience and find a way to serve you better each and every day.
I carry with me the strengths of each firm where I was proud to serve. I offer you comprehensive financial planning, managed assets under a Registered Investment Advisory, and fixed income under Purshe Kaplan Sterling, the best broker-dealer I've had the privilege of working with.
At Boelte O'Hara Wealth Management, we believe we can deliver a deeper and more meaningful financial planning experience. You deserve a financial planner who acts as your advocate and who understands that financial health is a cornerstone that allows you to live your best life.