Patricia Van Nunen
January 22, 2019
Stewart Mather
January 22, 2019
 

Kristin Schaefer, CFP®

Director of Client Services

As Director of Client Services for TMG Family Office, Kristin focuses on firm operations, management, and strategic planning. She is responsible for overseeing day-to-day operations and developing and improving business systems and technology to provide an optimal client experience and interface. Kristin has worked with high net worth families since 2009 providing comprehensive family office services in key areas, including financial planning, estate and wealth transfer planning, income tax planning, and retirement planning. Kristin leads incredible client servicing efforts while also playing a key role in leadership and management of the firm. Prior to joining TMG, she was a Partner and served as Director of Operations for Astraeus Advisers, LLC, a Family Office based in Park Ridge, Illinois. Kristin holds a BS, cum laude, in Systems Science and Engineering from Washington University in St. Louis with a second major in Applied Mathematics and a minor in Psychology. She earned her CERTIFIED FINANCIAL PLANNER™ certification in 2014.

Contact Us