Special Needs Answers
All Needs Planning
As a fie Kristin Carleton is a multi-accredited financial services professional with over two decades of experience helping families confidently achieve their long-term financial goals.
All Needs Planning
Bio coming soon!
Fortitude Financial
Ben is a Wealth Advisor at Fortitude Financial, where he has been an integral part of the team since January 2013.
As a fie Kristin Carleton is a multi-accredited financial services professional with over two decades of experience helping families confidently achieve their long-term financial goals. Her previous experience includes leading a financial planning and investments team at James River Wealth Advisor, working in Investor...
(509) *** ****
Ben is a Wealth Advisor at Fortitude Financial, where he has been an integral part of the team since January 2013. His journey reached a milestone in November 2022 when he rose to the position of Partner, underscoring his significant contributions and dedication to the firm's success. Specializing in comprehensive...
(509) *** ****
