At the End of the Day,
It’s All About the People
At the End of the Day,
It’s All About the People
At the End of the Day,
It’s All About the People
An organization is nothing more than people trying to do the right thing.
Good organizations focus on hiring the best people. Once you have like-minded individuals who share your values, you can focus on creating strategies around client needs. If you don’t trust your team, it all falls apart—you have to select, very carefully, the group of employees who will, as individuals, bring your firm to life. That’s why we’ve chosen this team: They make Haven Wealth Management what it is today with their dedication, hard work, heart, and vision.
An organization is nothing more than people trying to do the right thing.
Good organizations focus on hiring the best people. Once you have like-minded individuals who share your values, you can focus on creating strategies around client needs. If you don’t trust your team, it all falls apart—you have to select, very carefully, the group of employees who will, as individuals, bring your firm to life. That’s why we’ve chosen this team: They make Haven Wealth Management what it is today with their dedication, hard work, heart, and vision.
An organization is nothing more than people trying to do the right thing.
Good organizations focus on hiring the best people. Once you have like-minded individuals who share your values, you can focus on creating strategies around client needs. If you don’t trust your team, it all falls apart—you have to select, very carefully, the group of employees who will, as individuals, bring your firm to life. That’s why we’ve chosen this team: They make Haven Wealth Management what it is today with their dedication, hard work, heart, and vision.
Meet Our Team
(Click on the images to learn more)
Kristie Cahill, CFP®
Founder
Heather Rivera
Client Service Specialist
Jennifer Wilson, MS, AFC®
Client Service Specialist
Meet Our Team
(Click on the images to learn more)
Kristie Cahill, CFP®
Founder
Heather Rivera
Client Service Specialist
Meet Our Team
Operations Service Team
Operations Service Team: 913.402.7897, opt 1
Strategic Alliances
We chose to create strategic alliances in order to provide strategies that fit our clients’ needs.
