Kiersten Gaston
Client Service
Associate

Professional kiersten

Kiersten Gaston is your primary point of contact for client service needs. One of our goals in building a great team is making sure you always have someone ready to help quickly and efficiently. That means for most questions and requests, Kiersten is your first call. Whether you need to update account information, request a distribution, or have a general service question, she is here and ready to help. This allows our advisors to remain fully focused on what they do best: guiding your financial strategy and planning for your future.

Kiersten is a Penn State graduate with a degree in Business Administration and over a decade of experience in the financial industry. She brings both expertise and genuine care to every client interaction. She manages client service needs with precision and is deeply committed to ensuring every client feels supported, informed, and confident in their financial journey.

Personal kiersten

Beyond her professional accomplishments, Kiersten is a devoted wife to her high school sweetheart, Derek, and a proud mom to their two daughters. Her family shares a love of travel, exploring new cultures, and great food, and their home is happily rounded out by two dogs, Birdie and Butters. Rooted in faith and driven by a passion for serving others, Kiersten brings warmth, purpose, and a whole-person approach to everything she does.

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