Kristan L. Anderson

Director of Retirement Plan Services at West Financial Services, Inc.

Kristan L. Anderson

Kristan L. Anderson

Director of Retirement Plan Services at West Financial Services, Inc.

Biography

Kristan serves as the firm’s head of retirement plan services and financial planning departments. Her primary responsibility is the development and delivery of consulting services for fiduciaries of 401(k) and related retirement plans. In addition, she is in charge of coordinating comprehensive planning services for new and existing clients. Her goal in both departments is to provide clients with accurate and un-biased analysis and readily understandable solutions to complicated financial issues. As part of her financial planning role, she compiles and edits the company’s newsletter. She is the de facto “grammar girl” of the office and enjoys editing all manner of documents and correspondence. Kristan has been with West Financial Services since 1995, holding positions in office administration and financial planning before being promoted to head the two departments.

Kristan earned her bachelor’s degree in English from Barnard College of Columbia University and is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Employee Benefits Specialist (CEBS). She is a member of the Financial Planning Association (FPA) and the International Society for Certified Employee Benefits Specialists (ISCEBS).

Kristan was listed in Northern Virginia magazine’s Top Financial Professionals listing (2014, 2013, 2012 and 2011).

Kristan lives in Falls Church, Virginia, with her husband, two children and rescue dog. She loves music of all kinds and is very proud of her children’s accomplishments in this area. In her spare time, she focuses on workout routine (Tracy Anderson Method), which allows her to enjoy her true passion, baking.

Overview
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62

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Founder at West Financial Services, Inc.

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Executive Vice President for Wealth Management, Insurance, Mortgage at Sandy Spring Bancorp, Inc.

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President, Chief Executive Officer & Non-Independent Director at Sandy Spring Bancorp, Inc.

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Executive Vice President, General Counsel & Secretary at Sandy Spring Bancorp, Inc.

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Director of Portfolio Management at West Financial Services, Inc.

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Chairman at West Financial Services, Inc.

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Chief Operating Officer at West Financial Services, Inc.

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Chief Compliance Officer at West Financial Services, Inc.

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Director of Fixed Income at West Financial Services, Inc.

Relationship likelihood: Strong

Chief Financial Officer at West Financial Services, Inc.

Relationship likelihood: Strong

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Kristan L. Anderson
Director of Retirement Plan Services at West Financial Services, Inc.
Education

Columbia University is one of the world's most important centers of research and at the same time a distinctive and distinguished learning environment for undergraduates and graduate students in many scholarly and professional fields. The University recognizes the importance of its location in New York City and seeks to link its research and teaching to the vast resources of a great metropolis. It seeks to attract a diverse and international faculty and student body, to support research and teaching on global issues, and to create academic relationships with many countries and regions. It expects all areas of the university to advance knowledge and learning at the highest level and to convey the products of its efforts to the world.

Career History
Director of Retirement Plan Services
1995 - Current

West Financial Services' (WFS) investment approach stresses diversified portfolios tailored to each client's individual circumstances, including risk tolerance, time horizon, tax constraints and wealth objectives. The firm maintains a long-term view. They utilize diversification across global asset classes and incorporate research-driven tactical asset allocation adjustments.For equities, WFS employs a core and satellite approach. They use low-cost, core investments in major market indices to ensure that clients participate in market movements. For the satellite portion of the portfolio, WFS uses actively managed mutual funds and ETFs to provide growth and value style exposure. They also purchase individual stocks for additional sector and dividend exposure. WFS pays close attention to valuation, establishes well-defined entry and exit points, and uses both quantitative and qualitative due diligence to investigate new opportunities.WFS' fixed income approach focuses on preservation of capital. The firm builds a foundation of high quality bonds and ladders maturities over a short-to-intermediate time period. WFS generally purchases US Treasurys, governmental agency bonds, municipal bonds, investment grade corporate securities and FDIC-insured CDs. On occasion, they may purchase less than investment grade corporate bonds.WFS is not restricted to proprietary mutual funds or securities. They may select mutual fund managers that combine strong, consistent performance with reasonable expenses. WFS may participate in IPOs upon specific client request.

Other Affiliations

Kristan L. Anderson is affiliated with West Financial Services, Inc.

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