Welcome

Helping clients set and achieve their long term goals is more than just providing investment advice; it’s a lifelong process that involves developing a unique and comprehensive plan capable of evolving as their lives progress and change. It involves planning for both the expected and unexpected.

I believe that a relationship with an advisor should be a positive one that is built on communication and trust. A former attorney and trust officer, I became an advisor at Morgan Stanley because I am passionate about helping both individuals and organizations navigate the often complex world of wealth planning. My experience coupled with the vast resources available through Morgan Stanley set my practice apart.

My focus is on getting to know you and your story so that together we can develop custom strategies for a variety of needs including philanthropic and estate planning, insurance, asset diversification and risk protection and by working closely with your attorney and other trusted advisors we create a cohesive plan that helps meet both your short and long term goals.

As a result, you can have confidence that you are on the path to financial independence, giving you time to focus on the things that are most important to you.
Services Include
  • Wealth Management1
  • Business Succession Planning2
  • Endowments and Foundations3
  • 401(k) Rollovers
  • 529 Plans4
  • Corporate Retirement Plans5
  • Estate Planning Strategies6
  • Life Insurance7
  • Qualified Plans
  • Retirement Planning8
Securities Agent: CO, WY, WA, VA, UT, TX, SD, SC, OR, OK, NY, NV, NE, MT, ME, MD, LA, IN, IL, ID, FL, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1571809
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

My Clients

My relationship based approach to financial planning allows me to provide life long holistic wealth strategies to my clients.  I believe that each client is unique and deserves a customized goals based plan; A plan that changes and evolves as their goals change and evolve.  This approach gives my clients the confidence to know that even during times of uncertainty, we are working together to preserve their future.  



While I work with a variety of clients including complex trusts, organizations, non-profits and successful business owners, I'm passionate about working with women.  As women we face unique challenges planning for retirement and beyond.  Women are a powerful driving force in our economy, yet many aren't confident about their financial future.  I focus on helping women to gain the confidence to take control of their financial future!

    Working With You

    By building a plan that is driven by your goals, we can strive to achieve a successful financial future.  The steps below outline the process you can expect when working with me.

    Step #1: Get to know you and your story.  In our initial meeting, the focus is on getting to know you and helping me understand you; where you’ve come from and where you want to go.  Through these conversations, we will develop specific short and long term goals.

    Step #2:  Analysis.  We will evaluate and analyze your existing investments to arrive at an overall picture of your present financial status. 

    Step #3: Develop and Recommend a Plan.  Once we’ve analyzed your present financial status we evaluate how that ties into your short and long term goals and develop a strategy for obtaining those goals.  We then discuss my recommendations.

    Step #4: Implement the plan.  We put the plan into place.

    Step #5: Monitor the Plan.  At a minimum we meet yearly to review your plan, if you are still on target to achieve your goals, and discuss any changes in your goals and circumstances.  A plan is a living document that is meant to change and evolve as your life and circumstances change.
      A native of Denver Colorado, I grew up an avid sports and recreation enthusiast.  I have Bachelor’s Degrees in Business Administration and Sports Administration from the University of Nebraska-Kearney, as well as, a Juris Doctorate from the University of Wyoming College of Law.  I’m licensed to practice law the State of Wyoming and the United States District Court for the District of Wyoming (currently non-practicing).

      I have been in the wealth management industry since 2010. Both my experience and education allow me to provide valuable insights to my clients on complex aspects of trust and estate administration as well as wealth planning strategies. To further advance my practice and better serve my clients I have continued my education including:

          • ABA Graduate School, Honors Graduate
          • Certified Trust and Financial Advisor (CTFA)
          • Leadership Wyoming Graduate, Class of 2016

      I believe in giving back to the communities we live in and therefore am an avid volunteer.  I sit on the board of directors for the University of Wyoming Cowboy Joe Club and the Sheridan County Chamber of Commerce.  I’m also actively involved with Sheridan Rotary, the University of Wyoming Alumni Association, the Sheridan County Bar Association,  STEP Wyoming and Academics for All. 

      When I’m not working or volunteering in my community, I enjoy running, golfing and spending time with my husband James and our three (3) dogs; Barkley, Harley and Cutler.

      Location

      135 North Main St
      Sheridan, WY 82801
      US
      Direct:
      (307) 673-7914(307) 673-7914
      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
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      Investing

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      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
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      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
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      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
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      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
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      Ready to start a conversation? Contact Kristin Wilkerson today.
      Market Information Delayed 20 Minutes
      1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

      4Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

      5Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

      Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

      Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

      The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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