Kristen Lomax’s days are dedicated to helping the community learn more about managing their finances.
As The Retirement Solution’s business development lead, Kristen works in partnership with the Society of Financial Awareness to bring free financial workshops about over 30 topics to community businesses and organizations. Today, Kristen joins co-host Matt Halloran to share more about what she does, why she loves it, and who she is outside the office.
In this episode, you’ll learn:
- How Kristen’s childhood gave her a strong interest in finance
- Which financial topics baby boomers and millennials want to learn about the most
- How Kristen defines success
- Why Kristen chooses the words “intentional” and “present” as a personal mantra
- And more!
Tune in now to learn more about Kristen and what she’s doing to boost financial literacy.
Resources: The Retirement Solution Inc. | Society of Financial Awareness | klomax@sofausa.org | (425) 615-1114
