Builder Breakfasts; Cash Flow Analysis: Key to Making Critical Business Decisions
Wednesday, January 30, 2019
State Bank- Dublin, OH
Presented by NAWBO member Karen Sullivan, Sullivan Solutions
NAWBO Columbus member Kristen E. Moosmiller launches NORTHAVENUE
The doors of NorthAvenue opened January 1st, 2019. However, the seeds of this practice were planted several years earlier when Kristen and Chandler first met.
Kristen had already built a solid foundation in financial planning. After graduating as a dual major in Finance and Marketing, she helped hundreds of clients plan their financial well-being working as a senior financial advisor for over a decade. But during that time something was missing – the opportunity to satisfy her unique vision for holistic financial planning.
Following a math-intensive education in actuarial science, Chandler spent several years as an actuarial analyst in healthcare. Although she found this work fulfilling, it all took place behind a computer screen. After one-too-many dreams about Excel spreadsheets, she realized it was time to explore a career shift towards more immediate and personal relationships with clients.
At the start of their own new beginnings, winds of change brought these two focused and driven women together to forge a partnership and break the mold in a male-dominated industry. They bonded over their love of musicals, travel, and in particular their desire to provide unbiased fiduciary advice.
While in Chicago for a business conference, they retreated to the lounge of The Robey, a stylish hotel on North Avenue, to brainstorm ideas for an exemplary business. There, they came to the table with an idea of what set them apart from their contemporaries. Attributes that already propelled them forward within their own careers: attention to detail, thoughtfulness, and a work ethic that just won’t quit. Discussing this made them realize their connection was special.
The day was spent exploring and refining their vision, overlooking North Avenue with breaks for discussions over Cuban food and a walk through the historic suburb of Wicker Park. That day two financial professionals finalized a joint vision of a company culture for their employees that prioritizes a reputation of excellent client service, support for professional development, advancement of a diverse financial planning industry and client base, and realizing higher values by giving back to their communities.
The story of NorthAvenue is just beginning.
To learn more about NorthAvenue and connect with Kristen visit, https://www.northavenuefa.com