WBL Spotlight
Kristen Beyer Schulz
Ameriprise Financial — Georgetown, MA
Tell us about YOU!! (Who are you & what do you do?)
As a Financial Advisor I help individuals and small businesses plan for the future and reach their financial goals. My primary areas of focus are investment management and retirement planning. I set up and manage individual and company sponsored retirement plans such as IRAs and 401(k)s. I love working with women-owned businesses!
What makes you different/stand out in your industry?
I build trust-based relationships by truly listening to my clients’ goals and values. I simplify complex financial topics and take a holistic, collaborative approach to help clients feel confident and supported through every stage of life.
What do your clients love about you?
That I genuinely care about them and explain things clearly so they feel empowered and reassured about their financial choices. I make no judgements and love helping others to get ahead.
What is the best advice you can share with others?
Focus on listening, helping others, and building trust through consistency and integrity.
How has the Women's Business League helped you?
Through the Women’s Business League, I’ve gained invaluable connections, learned from other women leaders, and brought new insights and opportunities to my work.