"Adviser" vs "Advisor"
A Note on Titles, & Why the Standard Behind "Adviser" vs "Advisor" Matters More Than the Spelling.
Podcast :
Biography
Kristin has been in the accounting industry wearing various hats for over 20+ years. She has extensive experience in accounting & tax strategies and execution. IDA and our clients are so fortunate to have her expertise.
Kristin graduated from ASU with a degree in accounting and then earned her CPA license in 2001. She grew up in Scottsdale, then lived in NY, Hawaii, Washington, and now California — largely due to the perfect San Diego weather.
Outside of work, Kristin and her husband spend much of their time cheering on their son, a soccer player and student at the US Air Force Academy, and celebrating their daughter, who graduated from Texas Christian University in May 2026 (go Horned Frogs!). When she's not at a game, Kristin enjoys hiking, paddle-boarding, and traveling.
Affiliations & Memberships
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California Society of Certified Public Accountants (CalCPA)
Credentials & Designations
- Certified Public Accountant (CPA), State of California
- Bachelor of Science in Accounting, Arizona State University
- FINRA
Specialties & Focus Areas
- Financial Analysis
- Financial Accounting
- Income Tax Accounting & Preparation
Philosophy
I believe the best work is built on integrity, accountability, and a willingness to continually improve. Throughout my career, I’ve focused on bringing clarity to complex situations, creating practical solutions, and helping people make informed decisions with confidence.
In both work and life, I value relationships, trust, and doing what I say I’m going to do. I believe success is about more than professional accomplishments—it’s about continuing to learn, embracing new opportunities, and making time for the people and experiences that matter most.
Client Resources
Podcast : The IDA Blog
Financial Planning is a Sailboat, not a Speedboat
When people think about wealth management, they often imagine total control.