Kristin A. Nordahl
Focus: Insurance Strategies, Investment Strategies, Business Owners, Estate Planning, Retirement Income Planning, Special Care, LGBTQ, College Funding Strategies, Charitable Giving, Business Succession Planning, Risk Management Strategies
The MNE Group partner, Kristin A. Nordahl, has been providing financial expertise since 1983. Aligned with Baystate Financial, one of New England’s oldest and largest wealth management and financial services firm, this partnership provides Kristin the right environment to embrace a holistic approach with her clients, supported by the firm’s vast resources.
Utilizing an advice-driven methodology, Kristin focuses on building lasting relationships with her clients and working with them during each stage of their life to develop, execute and revise their financial plans. Her client base includes business owners, veterinarians, attorneys, physicians, women in transition, and families dealing with the complexity of special needs dependents. Working alongside her clients, together they develop wealth management strategies to last their lifetime and leave the legacy that they desire.
Her practice is developed primarily on referrals from existing clients and an established network of professional advisors, such as qualified CPAs and attorneys. These professionals compliment her practice by helping her address all areas of her clients’ needs.
Kristin upholds her CERTIFIED FINANCIAL PLANNER TM practitioner and Chartered Life Underwriter (CLU) designations. She has also received a certificate in Retirement Planning from Wharton Business School. As a Special Care Planner, Kristin is certified in dealing with families with special needs dependents. She can make sure that the proper measures are in place to maximize finances to help maintain the lifestyle of the individual with special needs. Through her experience and knowledge, she helps guide her clients, preparing them for what is ahead. Her client’s comment that they find comfort and stability knowing she has their best interests at heart. Over her career, she has earned numerous service awards recognizing her leadership skill and outstanding service to clients.
Kristin is an active member of the Lions Club of Lexington. She was elected as the Club’s first female President and served as Treasurer of the organization for many years. She is involved with the Essex Country Estate Planning Council. Kristin also served as Board President of the Visiting Nurse and Community Health, Inc (VNCH) after serving on the Board for many years.
A dedicated volunteer, Kristin’s philanthropic pursuits focus on areas of children’s welfare, homelessness, cancers and Special Needs. When she isn’t serving the best interests of her clients or volunteering her time helping others, Kristin enjoys cooking, golfing, gardening, and traveling. Valuing any time spent with family and friends, she also embraces the opportunity to escape to the beach. Citing her parents as her personal heros, who raised seven children during difficult times, Kristin models her parent’s motto: “Treat others as you would like to be treated.” Not surprisingly, Kristin is recognized by clients and colleagues alike for being attentive and compassionate.
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859 Turnpike Street Suite 129
North Andover, MA 01845