Kristine Oneill
Financial professional | Developing Leaders | Mentor | Generational Financial Wealth | Keynote Speaker | Building Successful Teams
- Role
- Associate Financial Consultant at The Miliare Group
- Location
- Aurora, CO, US
- LinkedIn followers
- 500 followers
About Kristine Oneill
Financial Professional Specializing in Tax-Advantaged Retirement Strategies, Insurance Protection, and Legacy Planning With a passion for helping individuals and families achieve financial security and peace of mind, I bring expertise in developing tailored financial solutions that align with my clients\' unique goals and needs. Professional Expertise: • Tax-Advantaged Retirement Strategies: Designing and implementing customized retirement plans that maximize tax benefits and ensure a comfortable and worry-free retirement. • Insurance Protection: Providing comprehensive insurance solutions to safeguard your assets and financial well-being from unexpected events. • Legacy Planning: Assisting clients in creating robust legacy plans that preserve wealth, minimize taxes, and provide for future generations. • College Planning: Developing strategic college savings plans that minimize debt and optimize savings, ensuring educational opportunities for your children. Why work with me? • Client centered approach: Every client is unique, I take the time to listen, assess, and craft financial strategies that not only meet immediate needs but also pave the way for long-term financial success. My priority is to build lasting relationships based on trust, transparency, and mutual respect. • Personalized solutions: Tailored strategies that fit your specific financial situation and goals. • Holistic planning: Comprehensive approach to address all facets of your financial life. CORE COMPETENCIES Leadership | Account Management | Customer Success | Logistics Management Crisis Management | Performance Management | Planning & Budgeting | Negotiation Training | Creative Problem-Solving | Data Analysis | Salesforce Lean Methodology | Kronos | PeopleSoft | Microsoft 365
Experience
Associate Financial Consultant
May 2023 — Present
Develop and mentor leaders within the organization fostering a sense of teamwork and focus on the organizational mission.Build lasting relationships with clients ensuring ongoing financial success with a focus on minimizing debt and building long-term plans to ensure client success.Educate clients on financial principles so they are better equipped to make fiscally wise decisions which lead to overall success.Leverage industry knowledge to find the right products and services to meet the needs of clients and create a plan specific to those needs.
Education
University of Colorado Boulder
Bachelor of Arts - BA
1990
Regis University
Master's degree
2014
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