Who We Are


Kristin Bagin

Client Associate

Kristin graduated from the University of Central Missouri with a degree in Sociology and a double minor in Psychology and Anthropology. She has spent the past several years working in the financial services industry, and we are thrilled to have her as one of our Client Associates. Kristin works diligently to ensure that things run smoothly for our clients; she is skilled at figuring out issues and solving them, working behind the scenes to resolve any administrative issues, preparing client paperwork, and processing documents. As a Client Associate, Kristin emphasizes the importance of giving clients peace of mind and a seamless administrative experience. She understands that setting up accounts, transferring money, and completing complex documents can be stressful, and she is here to make that process go smoothly. We are glad she is part of our GDS team!

Although Kristin is a native Missourian, she has called Texas home for the past few years. One of her favorite pastimes is spending time outdoors with her dog, Dexter. They love hiking, especially at the Cedar Ridge Preserve in Dallas. If you know of any other hiking spots to recommend in the DFW area, be sure to let Kristin know! Kristin also enjoys traveling. Sedona, Arizona, is a favorite destination of hers, but she also hopes to go to Greece sometime soon.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

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