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As Director of Advisor Services and Wealth Manager in Paradigm Money Management’s Chicago office, Kristin is responsible for developing and implementing her clients’ personalized financial plans as well as building and maintaining relationships with other advisors that seek the independence and want the ability to provide their clients won’t an unbiased approach to wealth management.  Kristin is passionate about providing her clients with the highest quality service for their short- and long-term financial needs, and she takes great pride in the positive feedback she receives from her clients and the close relationships she has built with them. By taking a holistic approach to wealth management, and leveraging her extensive experience in trust and estate planning, Kristin is able to evaluate all aspects of a client’s personal financial situation to provide a comprehensive strategy to cover even the most complex scenarios and portfolios.  Prior to joining Paradigm Kristin spent several years at industry-leading firms in the New York and Chicago metropolitan areas. Throughout her career, clients have lauded Kristin for her candid and honest approach to investment management, and she continues to apply these attributes at Paradigm.

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Kristin received a Bachelor of Science degree in business management and international business from Elmhurst College in 2004. Born and raised in the Chicagoland area, Kristin worked on the east coast for several years before returning to Illinois. Kristin now lives in Burr Ridge with her husband and three young daughters and, in her free time, travels the world with her family to experience different cultures. When not traveling, Kristin enjoys the many wonderful dining options of Chicago’s vibrant food scene.

Kristin Sweis

Director of Advisor Sales & Wealth Manager

Chicago Branch

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Contact

Tel: 602-644-9090

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info@paradigmmm.com

We will be in touch with you soon!

© 2023 by Paradigm Money Management

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